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 9-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 | $286,168 | $88,751+222.4% | $81,812+249.8% | $145,922+96.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.33% | 1025.40%-1005.1pp | 773.79%-753.5pp | 561.29%-541.0pp |
| Employer contribution / active EE | $9,500 | $3,083+208.1% | $2,912+226.2% | $4,660+103.9% |
| Participant deferral / active EE | $13,000 | $4,643+180.0% | $4,319+201.0% | $6,688+94.4% |
| Admin fee / account holder | $1,722 | $8,415-79.5% | $7,386-76.7% | $13,397-87.1% |