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 | $293,039 | $114,047+156.9% | $96,139+204.8% | $167,490+75.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.72% | 189.88%-173.2pp | 191.94%-175.2pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,551 | $3,427-25.6% | $2,797-8.8% | $4,837-47.3% |
| Participant deferral / active EE | $10,338 | $5,194+99.0% | $4,349+137.7% | $6,341+63.0% |
| Admin fee / account holder | $1,941 | $6,897-71.9% | $5,537-64.9% | $12,309-84.2% |