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 | $377,844 | $88,751+325.7% | $81,812+361.8% | $145,922+158.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 12.91% | 1025.40%-1012.5pp | 773.79%-760.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $15,230 | $3,083+393.9% | $2,912+422.9% | $4,660+226.8% |
| Participant deferral / active EE | $12,434 | $4,643+167.8% | $4,319+187.9% | $6,688+85.9% |
| Admin fee / account holder | $379,170 | $8,415+4405.7% | $7,386+5033.7% | $13,397+2730.3% |