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 | $442,420 | $57,281+672.4% | $86,612+410.8% | $75,163+488.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 23.56% | 2670.75%-2647.2pp | 591.07%-567.5pp | 160.62%-137.1pp |
| Employer contribution / active EE | $18,542 | $2,314+701.1% | $3,022+513.5% | $2,670+594.5% |
| Participant deferral / active EE | $9,863 | $3,318+197.3% | $4,438+122.2% | $4,125+139.1% |
| Admin fee / account holder | $467 | $4,112-88.6% | $5,614-91.7% | $5,651-91.7% |