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 | $258,472 | $88,751+191.2% | $81,812+215.9% | $145,922+77.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 15.09% | 1025.40%-1010.3pp | 773.79%-758.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $5,583 | $3,083+81.1% | $2,912+91.7% | $4,660+19.8% |
| Participant deferral / active EE | $14,480 | $4,643+211.9% | $4,319+235.3% | $6,688+116.5% |
| Admin fee / account holder | $1,615 | $8,415-80.8% | $7,386-78.1% | $13,397-87.9% |