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 | $320,484 | $150,440+113.0% | $136,294+135.1% | $147,584+117.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.54% | 1049.08%-1023.5pp | 5155.94%-5130.4pp | 578.55%-553.0pp |
| Employer contribution / active EE | $18,502 | $5,256+252.0% | $4,695+294.0% | $4,876+279.4% |
| Participant deferral / active EE | $11,100 | $6,630+67.4% | $6,247+77.7% | $5,439+104.1% |
| Admin fee / account holder | $1,024 | $10,905-90.6% | $9,243-88.9% | $10,885-90.6% |