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 | $301,794 | $88,751+240.0% | $81,812+268.9% | $145,922+106.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.44% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $9,667 | $3,083+213.5% | $2,912+231.9% | $4,660+107.5% |
| Participant deferral / active EE | $11,328 | $4,643+144.0% | $4,319+162.3% | $6,688+69.4% |
| Admin fee / account holder | $1,266 | $8,415-85.0% | $7,386-82.9% | $13,397-90.6% |