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 | $284,426 | $102,317+178.0% | $146,958+93.5% | $80,856+251.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.22% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $8,051 | $3,713+116.8% | $4,933+63.2% | $2,755+192.2% |
| Participant deferral / active EE | $9,801 | $6,644+47.5% | $8,070+21.5% | $4,296+128.2% |
| Admin fee / account holder | $17,436 | $7,941+119.6% | $12,998+34.1% | $6,918+152.0% |