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 | $273,636 | $165,912+64.9% | $122,332+123.7% | $147,584+85.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 20.42% | 34.55%-14.1pp | 30.27%-9.9pp | 578.55%-558.1pp |
| Employer contribution / active EE | $10,309 | $5,754+79.1% | $4,050+154.5% | $4,876+111.4% |
| Participant deferral / active EE | $8,000 | $4,005+99.7% | $3,287+143.4% | $5,439+47.1% |
| Admin fee / account holder | $424,617 | $7,424+5619.7% | $5,478+7651.5% | $10,885+3800.8% |