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 | $305,699 | $57,281+433.7% | $86,612+253.0% | $75,163+306.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.56% | 2670.75%-2655.2pp | 591.07%-575.5pp | 160.62%-145.1pp |
| Employer contribution / active EE | $7,220 | $2,314+212.0% | $3,022+138.9% | $2,670+170.5% |
| Participant deferral / active EE | $13,322 | $3,318+301.5% | $4,438+200.2% | $4,125+222.9% |
| Admin fee / account holder | $9,105 | $4,112+121.4% | $5,614+62.2% | $5,651+61.1% |