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 | $399,547 | $157,256+154.1% | $141,162+183.0% | $152,861+161.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.68% | 64.32%-44.6pp | 71.39%-51.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,012 | $5,261-42.7% | $4,735-36.4% | $4,762-36.7% |
| Participant deferral / active EE | $8,285 | $7,109+16.5% | $6,709+23.5% | $5,850+41.6% |
| Admin fee / account holder | $132,267 | $12,120+991.3% | $10,261+1189.0% | $11,596+1040.6% |