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 | $313,662 | $144,119+117.6% | $117,854+166.1% | $147,584+112.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.56% | 531.15%-518.6pp | 335.08%-322.5pp | 578.55%-566.0pp |
| Employer contribution / active EE | $11,970 | $4,896+144.5% | $3,786+216.2% | $4,876+145.5% |
| Participant deferral / active EE | $8,942 | $5,316+68.2% | $4,482+99.5% | $5,439+64.4% |
| Admin fee / account holder | $12,491 | $10,886+14.7% | $8,020+55.7% | $10,885+14.7% |