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 | $266,814 | $77,899+242.5% | $149,673+78.3% | $75,163+255.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 98.47% | 31.72%+66.8pp | 134.42%-35.9pp | 160.62%-62.1pp |
| Employer contribution / active EE | $9,719 | $3,137+209.8% | $4,818+101.7% | $2,670+264.0% |
| Participant deferral / active EE | $6,456 | $3,411+89.3% | $5,680+13.7% | $4,125+56.5% |
| Admin fee / account holder | $5,191 | $5,956-12.9% | $13,210-60.7% | $5,651-8.1% |