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 | $458,031 | $96,635+374.0% | $86,612+428.8% | $139,434+228.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 33.30% | 106.41%-73.1pp | 591.07%-557.8pp | 372.94%-339.6pp |
| Employer contribution / active EE | $15,529 | $3,263+375.9% | $3,022+413.8% | $4,751+226.9% |
| Participant deferral / active EE | $18,530 | $4,836+283.2% | $4,438+317.6% | $6,710+176.2% |
| Admin fee / account holder | $1,887 | $6,408-70.5% | $5,614-66.4% | $11,403-83.4% |