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 | $323,863 | $156,846+106.5% | $121,098+167.4% | $139,434+132.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 1474.56%-1459.6pp | 985.75%-970.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,095 | $5,536-62.2% | $4,164-49.7% | $4,751-55.9% |
| Participant deferral / active EE | $13,154 | $4,844+171.5% | $4,080+222.4% | $6,710+96.0% |
| Admin fee / account holder | $12,143 | $6,946+74.8% | $5,644+115.1% | $11,403+6.5% |