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 | $312,736 | $88,710+252.5% | $81,783+282.4% | $145,959+114.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.10% | 1027.26%-1014.2pp | 775.05%-762.0pp | 561.95%-548.9pp |
| Employer contribution / active EE | $20,338 | $3,083+559.6% | $2,913+598.3% | $4,661+336.4% |
| Participant deferral / active EE | $10,148 | $4,645+118.5% | $4,320+134.9% | $6,689+51.7% |
| Admin fee / account holder | $1,929 | $8,407-77.1% | $7,380-73.9% | $13,398-85.6% |