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 | $252,753 | $91,190+177.2% | $178,490+41.6% | $79,858+216.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.26% | 24.19%-10.9pp | 151.07%-137.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $11,999 | $3,256+268.5% | $5,011+139.5% | $2,471+385.6% |
| Participant deferral / active EE | $11,650 | $3,236+260.0% | $5,202+124.0% | $3,740+211.5% |
| Admin fee / account holder | $38,575 | $6,751+471.4% | $13,984+175.9% | $5,306+627.0% |