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 | $570,921 | $100,773+466.5% | $88,946+541.9% | $142,382+301.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.40% | 70.18%-58.8pp | 57.82%-46.4pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,024 | $2,918-30.6% | $2,555-20.8% | $4,299-52.9% |
| Participant deferral / active EE | $7,189 | $5,230+37.5% | $4,581+56.9% | $6,507+10.5% |
| Admin fee / account holder | $16,010 | $9,693+65.2% | $8,261+93.8% | $12,624+26.8% |