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 | $309,929 | $88,751+249.2% | $81,812+278.8% | $145,922+112.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.70% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,731 | $3,083-43.9% | $2,912-40.6% | $4,660-62.8% |
| Participant deferral / active EE | $5,081 | $4,643+9.4% | $4,319+17.7% | $6,688-24.0% |
| Admin fee / account holder | $14,434 | $8,415+71.5% | $7,386+95.4% | $13,397+7.7% |