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 | $331,484 | $96,635+243.0% | $86,612+282.7% | $139,434+137.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.49% | 106.41%-85.9pp | 591.07%-570.6pp | 372.94%-352.5pp |
| Employer contribution / active EE | $12,062 | $3,263+269.7% | $3,022+299.1% | $4,751+153.9% |
| Participant deferral / active EE | $15,343 | $4,836+217.3% | $4,438+245.8% | $6,710+128.7% |
| Admin fee / account holder | $7,020 | $6,408+9.6% | $5,614+25.0% | $11,403-38.4% |