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 | $261,992 | $93,346+180.7% | $71,796+264.9% | $273,961-4.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 289.64% | 130.39%+159.3pp | 78.04%+211.6pp | 41.45%+248.2pp |
| Employer contribution / active EE | $3,228 | $2,733+18.1% | $1,924+67.8% | $4,869-33.7% |
| Participant deferral / active EE | $15,824 | $3,475+355.4% | $2,794+466.3% | $5,287+199.3% |
| Admin fee / account holder | $5,826 | $6,571-11.3% | $4,815+21.0% | $10,132-42.5% |