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 | $387,749 | $102,317+279.0% | $146,958+163.9% | $80,856+379.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.48% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,453 | $3,713+19.9% | $4,933-9.7% | $2,755+61.6% |
| Participant deferral / active EE | $10,069 | $6,644+51.6% | $8,070+24.8% | $4,296+134.4% |
| Admin fee / account holder | $42,061 | $7,941+429.7% | $12,998+223.6% | $6,918+508.0% |