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 | $279,251 | $102,966+171.2% | $90,281+209.3% | $152,861+82.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 33.68% | 95.16%-61.5pp | 78.10%-44.4pp | 345.32%-311.6pp |
| Employer contribution / active EE | $2,719 | $3,139-13.4% | $2,854-4.7% | $4,762-42.9% |
| Participant deferral / active EE | $18,784 | $4,281+338.7% | $3,885+383.4% | $5,850+221.1% |
| Admin fee / account holder | $1,107 | $6,171-82.1% | $5,351-79.3% | $11,596-90.5% |