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 | $459,244 | $88,751+417.4% | $81,812+461.3% | $145,922+214.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.45% | 1025.40%-1008.9pp | 773.79%-757.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $9,072 | $3,083+194.2% | $2,912+211.5% | $4,660+94.7% |
| Participant deferral / active EE | $17,232 | $4,643+271.1% | $4,319+299.0% | $6,688+157.7% |
| Admin fee / account holder | $601 | $8,415-92.9% | $7,386-91.9% | $13,397-95.5% |