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 | $311,255 | $102,317+204.2% | $146,958+111.8% | $80,856+284.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.83% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $17,021 | $3,713+358.4% | $4,933+245.0% | $2,755+517.8% |
| Participant deferral / active EE | $8,973 | $6,644+35.1% | $8,070+11.2% | $4,296+108.9% |
| Admin fee / account holder | $51,619 | $7,941+550.0% | $12,998+297.1% | $6,918+646.2% |