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 | $259,266 | $88,710+192.3% | $81,783+217.0% | $145,959+77.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.49% | 1027.26%-1010.8pp | 775.05%-758.6pp | 561.95%-545.5pp |
| Employer contribution / active EE | $13,440 | $3,083+335.9% | $2,913+361.4% | $4,661+188.4% |
| Participant deferral / active EE | $15,666 | $4,645+237.3% | $4,320+262.6% | $6,689+134.2% |
| Admin fee / account holder | $3,655 | $8,407-56.5% | $7,380-50.5% | $13,398-72.7% |