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 | $48,795+413.6% | $65,493+282.7% | $84,808+195.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 70.45% | 20.20%+50.3pp | 982.45%-912.0pp | 40.90%+29.6pp |
| Employer contribution / active EE | $6,778 | $1,930+251.2% | $2,574+163.3% | $2,631+157.6% |
| Participant deferral / active EE | $6,845 | $2,928+133.7% | $3,961+72.8% | $4,212+62.5% |
| Admin fee / account holder | $22,528 | $3,877+481.1% | $5,028+348.0% | $7,344+206.8% |