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 7-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 | $251,734 | $124,185+102.7% | $108,410+132.2% | $167,490+50.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.88% | 1379.64%-1362.8pp | 905.27%-888.4pp | 478.56%-461.7pp |
| Employer contribution / active EE | $4,074 | $4,187-2.7% | $3,558+14.5% | $4,837-15.8% |
| Participant deferral / active EE | $20,705 | $6,908+199.7% | $6,563+215.5% | $6,341+226.5% |
| Admin fee / account holder | $88,168 | $9,455+832.5% | $7,295+1108.6% | $12,309+616.3% |