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 | $250,615 | $47,479+427.8% | $62,929+298.3% | $82,448+204.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 70.45% | 20.34%+50.1pp | 1063.93%-993.5pp | 41.64%+28.8pp |
| Employer contribution / active EE | $6,778 | $1,885+259.5% | $2,505+170.6% | $2,551+165.7% |
| Participant deferral / active EE | $6,845 | $2,870+138.5% | $3,888+76.0% | $4,139+65.4% |
| Admin fee / account holder | $22,528 | $3,804+492.3% | $5,065+344.8% | $7,234+211.4% |