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 | $888,879 | $165,984+435.5% | $164,813+439.3% | $145,922+509.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 17.54% | 100.03%-82.5pp | 69.93%-52.4pp | 561.29%-543.7pp |
| Employer contribution / active EE | $7,709 | $5,273+46.2% | $4,341+77.6% | $4,660+65.5% |
| Participant deferral / active EE | $21,025 | $6,959+202.1% | $6,031+248.6% | $6,688+214.4% |
| Admin fee / account holder | $3,946 | $16,648-76.3% | $12,690-68.9% | $13,397-70.5% |