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 | $372,564 | $156,846+137.5% | $121,098+207.7% | $139,434+167.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.06% | 1474.56%-1461.5pp | 985.75%-972.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $8,430 | $5,536+52.3% | $4,164+102.5% | $4,751+77.4% |
| Participant deferral / active EE | $26,250 | $4,844+441.9% | $4,080+543.4% | $6,710+291.2% |
| Admin fee / account holder | $3,950 | $6,946-43.1% | $5,644-30.0% | $11,403-65.4% |