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 | $455,224 | $105,181+332.8% | $159,436+185.5% | $85,850+430.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.72% | 45.07%-31.4pp | 263.57%-249.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $9,785 | $3,318+194.9% | $4,829+102.6% | $2,565+281.5% |
| Participant deferral / active EE | $10,599 | $5,945+78.3% | $7,352+44.2% | $3,952+168.2% |
| Admin fee / account holder | $5,729 | $6,933-17.4% | $10,799-46.9% | $6,260-8.5% |