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 | $283,253 | $99,652+184.2% | $78,778+259.6% | $147,584+91.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.17% | 47.28%-34.1pp | 35.62%-22.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $5,761 | $2,796+106.1% | $1,986+190.1% | $4,876+18.1% |
| Participant deferral / active EE | $12,166 | $3,664+232.1% | $2,958+311.3% | $5,439+123.7% |
| Admin fee / account holder | $27,479 | $7,155+284.0% | $5,134+435.3% | $10,885+152.4% |