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 | $288,834 | $70,756+308.2% | $65,493+341.0% | $142,382+102.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.08% | 1754.89%-1739.8pp | 982.45%-967.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $13,327 | $2,881+362.6% | $2,574+417.7% | $4,299+210.0% |
| Participant deferral / active EE | $18,187 | $4,637+292.2% | $3,961+359.2% | $6,507+179.5% |
| Admin fee / account holder | $4,901 | $6,559-25.3% | $5,028-2.5% | $12,624-61.2% |