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 | $473,856 | $114,047+315.5% | $96,139+392.9% | $167,490+182.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.23% | 189.88%-178.6pp | 191.94%-180.7pp | 478.56%-467.3pp |
| Employer contribution / active EE | $16,867 | $3,427+392.2% | $2,797+503.1% | $4,837+248.7% |
| Participant deferral / active EE | $14,288 | $5,194+175.1% | $4,349+228.5% | $6,341+125.3% |
| Admin fee / account holder | $9,333 | $6,897+35.3% | $5,537+68.6% | $12,309-24.2% |