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 | $430,686 | $155,788+176.5% | $124,672+245.5% | $167,490+157.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 19.77% | 17.97%+1.8pp | 5142.93%-5123.2pp | 478.56%-458.8pp |
| Employer contribution / active EE | $10,240 | $4,163+146.0% | $3,324+208.1% | $4,837+111.7% |
| Participant deferral / active EE | $1,649 | $5,673-70.9% | $4,614-64.3% | $6,341-74.0% |
| Admin fee / account holder | $2,439 | $9,531-74.4% | $7,493-67.5% | $12,309-80.2% |