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 | $278,280 | $70,606+294.1% | $53,898+416.3% | $142,382+95.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.89% | 619.81%-602.9pp | 528.60%-511.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6,712 | $1,202+458.3% | $932+620.1% | $4,299+56.1% |
| Participant deferral / active EE | $7,918 | $2,364+234.9% | $1,826+333.6% | $6,507+21.7% |
| Admin fee / account holder | $2,187 | $2,852-23.3% | $2,491-12.2% | $12,624-82.7% |