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 | $414,833 | $105,998+291.4% | $92,233+349.8% | $147,584+181.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.83% | 50.05%-36.2pp | 176.28%-162.5pp | 578.55%-564.7pp |
| Employer contribution / active EE | $13,450 | $4,333+210.4% | $3,679+265.5% | $4,876+175.8% |
| Participant deferral / active EE | $6,528 | $4,478+45.8% | $3,897+67.5% | $5,439+20.0% |
| Admin fee / account holder | $32,186 | $6,332+408.3% | $5,194+519.7% | $10,885+195.7% |