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 | $300,025 | $57,281+423.8% | $86,612+246.4% | $75,163+299.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.68% | 2670.75%-2652.1pp | 591.07%-572.4pp | 160.62%-141.9pp |
| Employer contribution / active EE | $15,679 | $2,314+577.5% | $3,022+418.8% | $2,670+487.3% |
| Participant deferral / active EE | $13,037 | $3,318+292.9% | $4,438+193.8% | $4,125+216.0% |
| Admin fee / account holder | $3,476 | $4,112-15.5% | $5,614-38.1% | $5,651-38.5% |