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 | $294,233 | $157,256+87.1% | $141,162+108.4% | $152,861+92.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.71% | 64.32%-44.6pp | 71.39%-51.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,480 | $5,261-71.9% | $4,735-68.7% | $4,762-68.9% |
| Participant deferral / active EE | $3,653 | $7,109-48.6% | $6,709-45.6% | $5,850-37.6% |
| Admin fee / account holder | $95,929 | $12,120+691.5% | $10,261+834.9% | $11,596+727.2% |