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 | $268,085 | $57,281+368.0% | $86,612+209.5% | $75,163+256.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.84% | 2670.75%-2656.9pp | 591.07%-577.2pp | 160.62%-146.8pp |
| Employer contribution / active EE | $10,905 | $2,314+371.2% | $3,022+260.8% | $2,670+308.5% |
| Participant deferral / active EE | $10,312 | $3,318+210.8% | $4,438+132.4% | $4,125+150.0% |
| Admin fee / account holder | $28,719 | $4,112+598.4% | $5,614+411.5% | $5,651+408.2% |