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 | $273,884 | $100,852+171.6% | $90,404+203.0% | $158,922+72.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.55% | 1724.20%-1695.7pp | 1293.02%-1264.5pp | 302.83%-274.3pp |
| Employer contribution / active EE | $2,044 | $3,689-44.6% | $3,262-37.4% | $4,761-57.1% |
| Participant deferral / active EE | $7,428 | $4,348+70.8% | $3,963+87.4% | $5,982+24.2% |
| Admin fee / account holder | $1,633 | $6,501-74.9% | $5,611-70.9% | $11,246-85.5% |