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 | $268,862 | $105,181+155.6% | $159,436+68.6% | $85,850+213.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.22% | 45.07%-29.9pp | 263.57%-248.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $13,537 | $3,318+308.0% | $4,829+180.3% | $2,565+427.7% |
| Participant deferral / active EE | $10,925 | $5,945+83.8% | $7,352+48.6% | $3,952+176.5% |
| Admin fee / account holder | $29,570 | $6,933+326.5% | $10,799+173.8% | $6,260+372.4% |