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 | $370,621 | $102,317+262.2% | $146,958+152.2% | $80,856+358.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.63% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $6,159 | $3,713+65.9% | $4,933+24.9% | $2,755+123.6% |
| Participant deferral / active EE | $12,194 | $6,644+83.5% | $8,070+51.1% | $4,296+183.9% |
| Admin fee / account holder | $21,576 | $7,941+171.7% | $12,998+66.0% | $6,918+211.9% |