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 | $166,020+435.4% | $164,866+439.2% | $145,959+509.0% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 17.54% | 100.08%-82.5pp | 69.97%-52.4pp | 561.95%-544.4pp |
| Employer contribution / active EE | $7,709 | $5,275+46.2% | $4,343+77.5% | $4,661+65.4% |
| Participant deferral / active EE | $21,025 | $6,961+202.0% | $6,033+248.5% | $6,689+214.3% |
| Admin fee / account holder | $3,946 | $16,644-76.3% | $12,689-68.9% | $13,398-70.5% |