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 | $280,075 | $88,751+215.6% | $81,812+242.3% | $145,922+91.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.21% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $9,037 | $3,083+193.1% | $2,912+210.3% | $4,660+93.9% |
| Participant deferral / active EE | $8,723 | $4,643+87.9% | $4,319+102.0% | $6,688+30.4% |
| Admin fee / account holder | $3,420 | $8,415-59.4% | $7,386-53.7% | $13,397-74.5% |