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 | $296,113 | $157,256+88.3% | $141,162+109.8% | $152,861+93.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.06% | 64.32%-45.3pp | 71.39%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $9,562 | $5,261+81.7% | $4,735+101.9% | $4,762+100.8% |
| Participant deferral / active EE | $16,410 | $7,109+130.8% | $6,709+144.6% | $5,850+180.5% |
| Admin fee / account holder | $1,233 | $12,120-89.8% | $10,261-88.0% | $11,596-89.4% |