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 | $253,786 | $105,998+139.4% | $92,233+175.2% | $147,584+72.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.96% | 50.05%-38.1pp | 176.28%-164.3pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,787 | $4,333-35.7% | $3,679-24.3% | $4,876-42.9% |
| Participant deferral / active EE | $7,877 | $4,478+75.9% | $3,897+102.1% | $5,439+44.8% |
| Admin fee / account holder | $14,096 | $6,332+122.6% | $5,194+171.4% | $10,885+29.5% |