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 | $304,630 | $109,817+177.4% | $98,442+209.5% | $167,490+81.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 12.51% | 1956.69%-1944.2pp | 1492.73%-1480.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,766 | $3,224-45.2% | $2,960-40.3% | $4,837-63.5% |
| Participant deferral / active EE | $6,576 | $4,673+40.7% | $4,276+53.8% | $6,341+3.7% |
| Admin fee / account holder | $3,944 | $6,753-41.6% | $5,949-33.7% | $12,309-68.0% |