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 | $339,032 | $102,966+229.3% | $90,281+275.5% | $152,861+121.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.68% | 95.16%-72.5pp | 78.10%-55.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,691 | $3,139-14.3% | $2,854-5.7% | $4,762-43.5% |
| Participant deferral / active EE | $9,576 | $4,281+123.7% | $3,885+146.5% | $5,850+63.7% |
| Admin fee / account holder | $368 | $6,171-94.0% | $5,351-93.1% | $11,596-96.8% |