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 | $357,960 | $123,909+188.9% | $69,647+414.0% | $145,922+145.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 10.45% | 190.55%-180.1pp | 100.48%-90.0pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,935 | $2,682+84.0% | $1,712+188.2% | $4,660+5.9% |
| Participant deferral / active EE | $17,436 | $4,236+311.6% | $2,886+504.2% | $6,688+160.7% |
| Admin fee / account holder | $3,181 | $7,863-59.5% | $4,713-32.5% | $13,397-76.3% |