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 | $342,551 | $156,846+118.4% | $121,098+182.9% | $139,434+145.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.36% | 1474.56%-1460.2pp | 985.75%-971.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,025 | $5,536-45.4% | $4,164-27.4% | $4,751-36.3% |
| Participant deferral / active EE | $13,731 | $4,844+183.4% | $4,080+236.6% | $6,710+104.6% |
| Admin fee / account holder | $7,217 | $6,946+3.9% | $5,644+27.9% | $11,403-36.7% |