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 | $259,869 | $96,635+168.9% | $86,612+200.0% | $139,434+86.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.81% | 106.41%-95.6pp | 591.07%-580.3pp | 372.94%-362.1pp |
| Employer contribution / active EE | $15,564 | $3,263+377.0% | $3,022+415.0% | $4,751+227.6% |
| Participant deferral / active EE | $5,031 | $4,836+4.0% | $4,438+13.4% | $6,710-25.0% |
| Admin fee / account holder | $32,945 | $6,408+414.1% | $5,614+486.8% | $11,403+188.9% |