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 | $369,565 | $114,047+224.0% | $96,139+284.4% | $167,490+120.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.98% | 189.88%-176.9pp | 191.94%-179.0pp | 478.56%-465.6pp |
| Employer contribution / active EE | $4,588 | $3,427+33.9% | $2,797+64.1% | $4,837-5.2% |
| Participant deferral / active EE | $16,508 | $5,194+217.9% | $4,349+279.6% | $6,341+160.3% |
| Admin fee / account holder | $15,172 | $6,897+120.0% | $5,537+174.0% | $12,309+23.3% |