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 | $285,394 | $88,751+221.6% | $81,812+248.8% | $145,922+95.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.67% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $6,192 | $3,083+100.8% | $2,912+112.6% | $4,660+32.9% |
| Participant deferral / active EE | $10,357 | $4,643+123.1% | $4,319+139.8% | $6,688+54.9% |
| Admin fee / account holder | $5,682 | $8,415-32.5% | $7,386-23.1% | $13,397-57.6% |