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 | $290,410 | $114,047+154.6% | $96,139+202.1% | $167,490+73.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 19.47% | 189.88%-170.4pp | 191.94%-172.5pp | 478.56%-459.1pp |
| Employer contribution / active EE | $5,436 | $3,427+58.6% | $2,797+94.4% | $4,837+12.4% |
| Participant deferral / active EE | $13,910 | $5,194+167.8% | $4,349+219.9% | $6,341+119.4% |
| Admin fee / account holder | $4,951 | $6,897-28.2% | $5,537-10.6% | $12,309-59.8% |