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 | $294,615 | $70,756+316.4% | $65,493+349.8% | $142,382+106.9% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.1%+1.7pp |
| Annual return | 14.46% | 1754.89%-1740.4pp | 982.45%-968.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,365 | $2,881-17.9% | $2,574-8.1% | $4,299-45.0% |
| Participant deferral / active EE | $3,755 | $4,637-19.0% | $3,961-5.2% | $6,507-42.3% |
| Admin fee / account holder | $34,017 | $6,559+418.6% | $5,028+576.5% | $12,624+169.5% |