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 | $509,985 | $152,509+234.4% | $117,472+334.1% | $134,475+279.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 287.35% | 52.99%+234.4pp | 29.74%+257.6pp | 417.96%-130.6pp |
| Employer contribution / active EE | $1,632 | $5,571-70.7% | $4,176-60.9% | $4,740-65.6% |
| Participant deferral / active EE | $3,301 | $4,818-31.5% | $4,070-18.9% | $6,400-48.4% |
| Admin fee / account holder | $3,022 | $7,004-56.8% | $5,645-46.5% | $11,426-73.5% |