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 8-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 | $273,020 | $96,635+182.5% | $86,612+215.2% | $139,434+95.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.72% | 106.41%-83.7pp | 591.07%-568.4pp | 372.94%-350.2pp |
| Employer contribution / active EE | $3,500 | $3,263+7.3% | $3,022+15.8% | $4,751-26.3% |
| Participant deferral / active EE | $25,000 | $4,836+417.0% | $4,438+463.4% | $6,710+272.6% |
| Admin fee / account holder | $408 | $6,408-93.6% | $5,614-92.7% | $11,403-96.4% |