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 | $313,355 | $102,317+206.3% | $146,958+113.2% | $80,856+287.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.52% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $11,389 | $3,713+206.7% | $4,933+130.9% | $2,755+313.4% |
| Participant deferral / active EE | $13,800 | $6,644+107.7% | $8,070+71.0% | $4,296+221.2% |
| Admin fee / account holder | $38,139 | $7,941+380.3% | $12,998+193.4% | $6,918+451.3% |