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 | $428,284 | $102,317+318.6% | $146,958+191.4% | $80,856+429.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.89% | 134.76%-120.9pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $12,099 | $3,713+225.9% | $4,933+145.3% | $2,755+339.2% |
| Participant deferral / active EE | $11,250 | $6,644+69.3% | $8,070+39.4% | $4,296+161.9% |
| Admin fee / account holder | $21,464 | $7,941+170.3% | $12,998+65.1% | $6,918+210.3% |