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 | $382,253 | $210,648+81.5% | $177,989+114.8% | $145,922+162.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.72% | 385.86%-375.1pp | 294.48%-283.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $6,269 | $4,565+37.3% | $3,949+58.8% | $4,660+34.5% |
| Participant deferral / active EE | $15,219 | $6,958+118.7% | $6,276+142.5% | $6,688+127.6% |
| Admin fee / account holder | $45,549 | $12,013+279.2% | $10,363+339.5% | $13,397+240.0% |