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 | $385,214 | $85,202+352.1% | $172,739+123.0% | $72,985+427.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.97% | 27.32%-3.3pp | 802.84%-778.9pp | 81.00%-57.0pp |
| Employer contribution / active EE | $18,203 | $3,324+447.6% | $5,143+254.0% | $2,440+646.1% |
| Participant deferral / active EE | $11,548 | $3,260+254.2% | $5,198+122.2% | $3,607+220.1% |
| Admin fee / account holder | $24,754 | $5,884+320.7% | $13,954+77.4% | $5,124+383.1% |