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 | $337,450 | $176,662+91.0% | $130,648+158.3% | $152,861+120.8% |
| Participation rate | 78.6% | 79.0%-0.4pp | 71.7%+6.8pp | 82.4%-3.9pp |
| Annual return | 23.25% | 2692.24%-2669.0pp | 1708.96%-1685.7pp | 345.32%-322.1pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,786 | $4,361+216.1% | $3,603+282.7% | $5,850+135.7% |
| Admin fee / account holder | $4,047 | $7,133-43.3% | $5,464-25.9% | $11,596-65.1% |