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 | $923,286 | $177,572+420.0% | $154,803+496.4% | $142,382+548.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.20% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,071 | $4,810-57.0% | $4,305-51.9% | $4,299-51.8% |
| Participant deferral / active EE | $4,023 | $6,272-35.8% | $5,540-27.4% | $6,507-38.2% |
| Admin fee / account holder | $13,496 | $16,786-19.6% | $14,329-5.8% | $12,624+6.9% |