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 | $365,984 | $201,272+81.8% | $184,203+98.7% | $145,922+150.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.88% | 29.00%-16.1pp | 28.81%-15.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,198 | $7,022-68.7% | $6,427-65.8% | $4,660-52.8% |
| Participant deferral / active EE | $17,486 | $9,806+78.3% | $9,131+91.5% | $6,688+161.5% |
| Admin fee / account holder | $330,434 | $16,364+1919.3% | $13,901+2277.1% | $13,397+2366.5% |