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 | $654,581 | $109,982+495.2% | $97,226+573.3% | $145,922+348.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 127.25% | 242.90%-115.7pp | 75.13%+52.1pp | 561.29%-434.0pp |
| Employer contribution / active EE | $2,195 | $3,084-28.8% | $2,729-19.5% | $4,660-52.9% |
| Participant deferral / active EE | $1,024 | $4,676-78.1% | $4,264-76.0% | $6,688-84.7% |
| Admin fee / account holder | $2,194 | $6,221-64.7% | $5,654-61.2% | $13,397-83.6% |