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 | $380,012 | $99,020+283.8% | $86,590+338.9% | $147,584+157.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.33% | 1312.34%-1303.0pp | 964.84%-955.5pp | 578.55%-569.2pp |
| Employer contribution / active EE | $14,524 | $3,132+363.8% | $2,839+411.5% | $4,876+197.9% |
| Participant deferral / active EE | $9,438 | $3,972+137.6% | $3,609+161.5% | $5,439+73.5% |
| Admin fee / account holder | $525 | $5,710-90.8% | $4,906-89.3% | $10,885-95.2% |