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 | $490,066 | $155,788+214.6% | $124,672+293.1% | $167,490+192.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 51.07% | 17.97%+33.1pp | 5142.93%-5091.9pp | 478.56%-427.5pp |
| Employer contribution / active EE | $8,959 | $4,163+115.2% | $3,324+169.6% | $4,837+85.2% |
| Participant deferral / active EE | $2,336 | $5,673-58.8% | $4,614-49.4% | $6,341-63.2% |
| Admin fee / account holder | $311 | $9,531-96.7% | $7,493-95.8% | $12,309-97.5% |