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 | $533,508 | $155,788+242.5% | $124,672+327.9% | $167,490+218.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.22% | 17.97%-3.8pp | 5142.93%-5128.7pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,250 | $4,163-21.9% | $3,324-2.2% | $4,837-32.8% |
| Participant deferral / active EE | $14,567 | $5,673+156.8% | $4,614+215.7% | $6,341+129.7% |
| Admin fee / account holder | $28,110 | $9,531+194.9% | $7,493+275.2% | $12,309+128.4% |