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 | $273,462 | $97,757+179.7% | $83,848+226.1% | $135,375+102.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.69% | 1287.37%-1278.7pp | 850.88%-842.2pp | 519.73%-511.0pp |
| Employer contribution / active EE | $14,178 | $4,222+235.8% | $3,631+290.5% | $4,779+196.7% |
| Participant deferral / active EE | $8,331 | $4,682+77.9% | $4,082+104.1% | $5,609+48.5% |
| Admin fee / account holder | $33,211 | $6,674+397.6% | $5,478+506.3% | $10,827+206.7% |