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 | $294,113 | $102,317+187.5% | $146,958+100.1% | $80,856+263.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.47% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $6,136 | $3,713+65.2% | $4,933+24.4% | $2,755+122.7% |
| Participant deferral / active EE | $13,071 | $6,644+96.7% | $8,070+62.0% | $4,296+204.3% |
| Admin fee / account holder | $2,640 | $7,941-66.8% | $12,998-79.7% | $6,918-61.8% |