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 8-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 | $355,331 | $88,751+300.4% | $81,812+334.3% | $145,922+143.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.14% | 1025.40%-1013.3pp | 773.79%-761.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $13,837 | $3,083+348.8% | $2,912+375.1% | $4,660+197.0% |
| Participant deferral / active EE | $3,050 | $4,643-34.3% | $4,319-29.4% | $6,688-54.4% |
| Admin fee / account holder | $1,215 | $8,415-85.6% | $7,386-83.5% | $13,397-90.9% |