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 | $271,980 | $100,852+169.7% | $90,404+200.8% | $158,922+71.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.09% | 1724.20%-1710.1pp | 1293.02%-1278.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,861 | $3,689-22.4% | $3,262-12.3% | $4,761-39.9% |
| Participant deferral / active EE | $6,434 | $4,348+48.0% | $3,963+62.3% | $5,982+7.5% |
| Admin fee / account holder | $850 | $6,501-86.9% | $5,611-84.9% | $11,246-92.4% |