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 | $459,403 | $102,317+349.0% | $146,958+212.6% | $80,856+468.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.73% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $6,655 | $3,713+79.2% | $4,933+34.9% | $2,755+141.6% |
| Participant deferral / active EE | $15,071 | $6,644+126.8% | $8,070+86.8% | $4,296+250.8% |
| Admin fee / account holder | $11,365 | $7,941+43.1% | $12,998-12.6% | $6,918+64.3% |