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 | $348,038 | $96,305+261.4% | $80,569+332.0% | $139,434+149.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.57% | 1350.08%-1336.5pp | 935.43%-921.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $739 | $3,262-77.4% | $2,723-72.9% | $4,751-84.5% |
| Participant deferral / active EE | $10,829 | $5,232+107.0% | $4,447+143.5% | $6,710+61.4% |
| Admin fee / account holder | $988 | $6,599-85.0% | $5,377-81.6% | $11,403-91.3% |