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 | $292,009 | $102,317+185.4% | $146,958+98.7% | $80,856+261.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.42% | 134.76%-109.3pp | 418.34%-392.9pp | 35.59%-10.2pp |
| Employer contribution / active EE | $8,878 | $3,713+139.1% | $4,933+80.0% | $2,755+222.3% |
| Participant deferral / active EE | $10,666 | $6,644+60.5% | $8,070+32.2% | $4,296+148.3% |
| Admin fee / account holder | $624 | $7,941-92.1% | $12,998-95.2% | $6,918-91.0% |