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 | $271,372 | $96,305+181.8% | $80,569+236.8% | $139,434+94.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.32% | 1350.08%-1334.8pp | 935.43%-920.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $900 | $3,262-72.4% | $2,723-67.0% | $4,751-81.1% |
| Participant deferral / active EE | $4,000 | $5,232-23.5% | $4,447-10.1% | $6,710-40.4% |
| Admin fee / account holder | $1,642 | $6,599-75.1% | $5,377-69.5% | $11,403-85.6% |