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 | $262,557 | $96,635+171.7% | $86,612+203.1% | $139,434+88.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.87% | 106.41%-93.5pp | 591.07%-578.2pp | 372.94%-360.1pp |
| Employer contribution / active EE | $10,604 | $3,263+225.0% | $3,022+250.8% | $4,751+123.2% |
| Participant deferral / active EE | $11,604 | $4,836+139.9% | $4,438+161.5% | $6,710+72.9% |
| Admin fee / account holder | $4,686 | $6,408-26.9% | $5,614-16.5% | $11,403-58.9% |