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 | $261,722 | $226,064+15.8% | $182,532+43.4% | $152,861+71.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.84% | 192.51%-164.7pp | 148.54%-120.7pp | 345.32%-317.5pp |
| Employer contribution / active EE | $24,850 | $4,978+399.1% | $4,076+509.7% | $4,762+421.8% |
| Participant deferral / active EE | $19,000 | $6,368+198.4% | $5,524+243.9% | $5,850+224.8% |
| Admin fee / account holder | $1,445 | $10,703-86.5% | $8,592-83.2% | $11,596-87.5% |