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 | $341,472 | $57,281+496.1% | $86,612+294.3% | $75,163+354.3% |
| Participation rate | 97.4% | 63.2%+34.2pp | 71.7%+25.7pp | 67.2%+30.2pp |
| Annual return | 19.57% | 2670.75%-2651.2pp | 591.07%-571.5pp | 160.62%-141.0pp |
| Employer contribution / active EE | $6,095 | $2,314+163.3% | $3,022+101.7% | $2,670+128.3% |
| Participant deferral / active EE | $10,846 | $3,318+226.9% | $4,438+144.4% | $4,125+162.9% |
| Admin fee / account holder | $19,259 | $4,112+368.4% | $5,614+243.0% | $5,651+240.8% |