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 | $302,841 | $99,877+203.2% | $84,966+256.4% | $145,922+107.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 31.40% | 83.76%-52.4pp | 66.38%-35.0pp | 561.29%-529.9pp |
| Employer contribution / active EE | $19,013 | $3,231+488.4% | $2,727+597.2% | $4,660+308.0% |
| Participant deferral / active EE | $16,778 | $5,291+217.1% | $4,519+271.2% | $6,688+150.9% |
| Admin fee / account holder | $17,375 | $7,248+139.7% | $6,149+182.6% | $13,397+29.7% |