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 | $425,136 | $96,635+339.9% | $86,612+390.9% | $139,434+204.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.74% | 106.41%-91.7pp | 591.07%-576.3pp | 372.94%-358.2pp |
| Employer contribution / active EE | $15,863 | $3,263+386.2% | $3,022+424.9% | $4,751+233.9% |
| Participant deferral / active EE | $13,893 | $4,836+187.3% | $4,438+213.1% | $6,710+107.0% |
| Admin fee / account holder | $25,087 | $6,408+291.5% | $5,614+346.9% | $11,403+120.0% |