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 | $306,738 | $109,817+179.3% | $98,442+211.6% | $167,490+83.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.49% | 1956.69%-1943.2pp | 1492.73%-1479.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $6,594 | $3,224+104.5% | $2,960+122.8% | $4,837+36.3% |
| Participant deferral / active EE | $9,508 | $4,673+103.5% | $4,276+122.4% | $6,341+49.9% |
| Admin fee / account holder | $1,733 | $6,753-74.3% | $5,949-70.9% | $12,309-85.9% |