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 | $329,343 | $108,642+203.1% | $74,701+340.9% | $152,861+115.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 21.42% | 114.06%-92.6pp | 752.92%-731.5pp | 345.32%-323.9pp |
| Employer contribution / active EE | $5,360 | $1,503+256.6% | $1,084+394.6% | $4,762+12.5% |
| Participant deferral / active EE | $4,268 | $2,712+57.3% | $1,964+117.3% | $5,850-27.1% |
| Admin fee / account holder | $1,126 | $4,902-77.0% | $3,333-66.2% | $11,596-90.3% |