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 | $295,068 | $104,486+182.4% | $76,817+284.1% | $152,861+93.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 17.25% | 1013.37%-996.1pp | 1166.11%-1148.9pp | 345.32%-328.1pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $805 | $4,236-81.0% | $3,336-75.9% | $5,850-86.2% |
| Admin fee / account holder | $1,926 | $12,275-84.3% | $6,420-70.0% | $11,596-83.4% |