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 | $356,689 | $109,817+224.8% | $98,442+262.3% | $167,490+113.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.65% | 1956.69%-1945.0pp | 1492.73%-1481.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $9,167 | $3,224+184.3% | $2,960+209.7% | $4,837+89.5% |
| Participant deferral / active EE | $10,875 | $4,673+132.7% | $4,276+154.3% | $6,341+71.5% |
| Admin fee / account holder | $576 | $6,753-91.5% | $5,949-90.3% | $12,309-95.3% |