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 | $427,699 | $157,256+172.0% | $141,162+203.0% | $152,861+179.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.84% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $8,292 | $5,261+57.6% | $4,735+75.1% | $4,762+74.1% |
| Participant deferral / active EE | $9,156 | $7,109+28.8% | $6,709+36.5% | $5,850+56.5% |
| Admin fee / account holder | $38,881 | $12,120+220.8% | $10,261+278.9% | $11,596+235.3% |