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 | $293,382 | $105,998+176.8% | $92,233+218.1% | $147,584+98.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.80% | 50.05%-36.2pp | 176.28%-162.5pp | 578.55%-564.7pp |
| Employer contribution / active EE | $19,680 | $4,333+354.2% | $3,679+434.9% | $4,876+303.6% |
| Participant deferral / active EE | $15,001 | $4,478+235.0% | $3,897+285.0% | $5,439+175.8% |
| Admin fee / account holder | $2,036 | $6,332-67.8% | $5,194-60.8% | $10,885-81.3% |