See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $402,834 | $126,574+218.3% | $106,213+279.3% | $145,922+176.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.41% | 224.79%-205.4pp | 116.14%-96.7pp | 561.29%-541.9pp |
| Employer contribution / active EE | $12,462 | $3,730+234.1% | $3,171+292.9% | $4,660+167.4% |
| Participant deferral / active EE | $5,728 | $5,724+0.1% | $5,016+14.2% | $6,688-14.3% |
| Admin fee / account holder | $26,643 | $17,304+54.0% | $11,033+141.5% | $13,397+98.9% |