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 | $430,980 | $96,635+346.0% | $86,612+397.6% | $139,434+209.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.66% | 106.41%-85.7pp | 591.07%-570.4pp | 372.94%-352.3pp |
| Employer contribution / active EE | $11,445 | $3,263+250.8% | $3,022+278.7% | $4,751+140.9% |
| Participant deferral / active EE | $11,439 | $4,836+136.5% | $4,438+157.8% | $6,710+70.5% |
| Admin fee / account holder | $20,382 | $6,408+218.1% | $5,614+263.0% | $11,403+78.7% |