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 | $266,347 | $104,106+155.8% | $71,086+274.7% | $135,375+96.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 18.38% | 1256.30%-1237.9pp | 650.59%-632.2pp | 519.73%-501.4pp |
| Employer contribution / active EE | $6,847 | $1,485+361.1% | $1,088+529.5% | $4,779+43.3% |
| Participant deferral / active EE | $4,118 | $2,527+63.0% | $1,874+119.7% | $5,609-26.6% |
| Admin fee / account holder | $6,528 | $4,142+57.6% | $3,082+111.8% | $10,827-39.7% |