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 | $316,564 | $88,751+256.7% | $81,812+286.9% | $145,922+116.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.05% | 1025.40%-1014.4pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $4,139 | $3,083+34.2% | $2,912+42.1% | $4,660-11.2% |
| Participant deferral / active EE | $18,547 | $4,643+299.5% | $4,319+329.5% | $6,688+177.3% |
| Admin fee / account holder | $95,129 | $8,415+1030.4% | $7,386+1188.0% | $13,397+610.1% |