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 | $584,245 | $96,635+504.6% | $86,612+574.6% | $139,434+319.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.36% | 106.41%-91.1pp | 591.07%-575.7pp | 372.94%-357.6pp |
| Employer contribution / active EE | $13,470 | $3,263+312.8% | $3,022+345.7% | $4,751+183.5% |
| Participant deferral / active EE | $22,260 | $4,836+360.3% | $4,438+401.6% | $6,710+231.7% |
| Admin fee / account holder | $2,386 | $6,408-62.8% | $5,614-57.5% | $11,403-79.1% |