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 | $289,358 | $70,756+309.0% | $65,493+341.8% | $142,382+103.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.37% | 1754.89%-1738.5pp | 982.45%-966.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $16,481 | $2,881+472.1% | $2,574+540.2% | $4,299+283.4% |
| Participant deferral / active EE | $7,043 | $4,637+51.9% | $3,961+77.8% | $6,507+8.2% |
| Admin fee / account holder | $1,461 | $6,559-77.7% | $5,028-70.9% | $12,624-88.4% |