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 | $507,728 | $105,998+379.0% | $92,233+450.5% | $147,584+244.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.34% | 50.05%-28.7pp | 176.28%-154.9pp | 578.55%-557.2pp |
| Employer contribution / active EE | $8,461 | $4,333+95.3% | $3,679+130.0% | $4,876+73.5% |
| Participant deferral / active EE | $12,000 | $4,478+168.0% | $3,897+208.0% | $5,439+120.6% |
| Admin fee / account holder | $25,000 | $6,332+294.8% | $5,194+381.4% | $10,885+129.7% |