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 | $281,697 | $88,751+217.4% | $81,812+244.3% | $145,922+93.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 18.56% | 1025.40%-1006.8pp | 773.79%-755.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $9,161 | $3,083+197.1% | $2,912+214.6% | $4,660+96.6% |
| Participant deferral / active EE | $12,726 | $4,643+174.1% | $4,319+194.7% | $6,688+90.3% |
| Admin fee / account holder | $172,619 | $8,415+1951.2% | $7,386+2237.1% | $13,397+1188.5% |