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 | $277,252 | $70,756+291.8% | $65,493+323.3% | $142,382+94.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.48% | 1754.89%-1738.4pp | 982.45%-966.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $7,797 | $2,881+170.7% | $2,574+202.9% | $4,299+81.4% |
| Participant deferral / active EE | $7,457 | $4,637+60.8% | $3,961+88.3% | $6,507+14.6% |
| Admin fee / account holder | $1,222 | $6,559-81.4% | $5,028-75.7% | $12,624-90.3% |