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 | $403,981 | $65,409+517.6% | $98,442+310.4% | $85,850+370.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 25.78% | 21.76%+4.0pp | 1492.73%-1466.9pp | 318.53%-292.8pp |
| Employer contribution / active EE | $1,894 | $2,168-12.6% | $2,960-36.0% | $2,565-26.2% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,116 | $4,593+142.0% | $5,949+86.8% | $6,260+77.6% |