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 | $310,357 | $99,032+213.4% | $80,019+287.9% | $135,375+129.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 422.41% | 15.39%+407.0pp | 11.22%+411.2pp | 519.73%-97.3pp |
| Employer contribution / active EE | $10,194 | $3,043+234.9% | $2,468+313.0% | $4,779+113.3% |
| Participant deferral / active EE | $10,194 | $4,282+138.1% | $3,686+176.6% | $5,609+81.7% |
| Admin fee / account holder | $4,582 | $10,436-56.1% | $6,521-29.7% | $10,827-57.7% |