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 | $283,102 | $105,998+167.1% | $92,233+206.9% | $147,584+91.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.73% | 50.05%-29.3pp | 176.28%-155.6pp | 578.55%-557.8pp |
| Employer contribution / active EE | $3,600 | $4,333-16.9% | $3,679-2.2% | $4,876-26.2% |
| Participant deferral / active EE | $6,903 | $4,478+54.2% | $3,897+77.2% | $5,439+26.9% |
| Admin fee / account holder | $32,797 | $6,332+417.9% | $5,194+531.5% | $10,885+201.3% |