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 | $293,988 | $118,849+147.4% | $96,562+204.5% | $167,490+75.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.53% | 50.49%-35.0pp | 37.78%-22.3pp | 478.56%-463.0pp |
| Employer contribution / active EE | $20,476 | $3,120+556.4% | $2,356+768.9% | $4,837+323.3% |
| Participant deferral / active EE | $10,032 | $4,616+117.3% | $3,849+160.6% | $6,341+58.2% |
| Admin fee / account holder | $1,289 | $8,065-84.0% | $6,181-79.1% | $12,309-89.5% |