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 | $317,502 | $70,756+348.7% | $65,493+384.8% | $142,382+123.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.76% | 1754.89%-1741.1pp | 982.45%-968.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,455 | $2,881-14.8% | $2,574-4.6% | $4,299-42.9% |
| Participant deferral / active EE | $14,970 | $4,637+222.8% | $3,961+277.9% | $6,507+130.1% |
| Admin fee / account holder | $8,183 | $6,559+24.8% | $5,028+62.7% | $12,624-35.2% |