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 | $315,740 | $156,846+101.3% | $121,098+160.7% | $139,434+126.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.87% | 1474.56%-1463.7pp | 985.75%-974.9pp | 372.94%-362.1pp |
| Employer contribution / active EE | $17,919 | $5,536+223.7% | $4,164+330.4% | $4,751+277.2% |
| Participant deferral / active EE | $20,867 | $4,844+330.8% | $4,080+411.5% | $6,710+211.0% |
| Admin fee / account holder | $4,058 | $6,946-41.6% | $5,644-28.1% | $11,403-64.4% |