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 | $258,644 | $57,281+351.5% | $86,612+198.6% | $75,163+244.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.66% | 2670.75%-2651.1pp | 591.07%-571.4pp | 160.62%-141.0pp |
| Employer contribution / active EE | $8,915 | $2,314+285.2% | $3,022+195.0% | $2,670+233.9% |
| Participant deferral / active EE | $8,732 | $3,318+163.2% | $4,438+96.8% | $4,125+111.7% |
| Admin fee / account holder | $6,128 | $4,112+49.0% | $5,614+9.1% | $5,651+8.4% |