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 | $445,328 | $176,662+152.1% | $130,648+240.9% | $152,861+191.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 12.71% | 2692.24%-2679.5pp | 1708.96%-1696.2pp | 345.32%-332.6pp |
| Employer contribution / active EE | $2,795 | $5,742-51.3% | $4,092-31.7% | $4,762-41.3% |
| Participant deferral / active EE | $10,000 | $4,361+129.3% | $3,603+177.6% | $5,850+70.9% |
| Admin fee / account holder | $23,278 | $7,133+226.4% | $5,464+326.0% | $11,596+100.7% |