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 | $577,771 | $157,256+267.4% | $141,162+309.3% | $152,861+278.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.29% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,250 | $5,261-76.2% | $4,735-73.6% | $4,762-73.8% |
| Participant deferral / active EE | $4,167 | $7,109-41.4% | $6,709-37.9% | $5,850-28.8% |
| Admin fee / account holder | $130,385 | $12,120+975.8% | $10,261+1170.7% | $11,596+1024.3% |