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 | $330,347 | $183,592+79.9% | $155,567+112.3% | $145,959+126.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.73% | 61.24%-45.5pp | 64.74%-49.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,987 | $5,315-62.6% | $4,674-57.5% | $4,661-57.4% |
| Participant deferral / active EE | $6,786 | $6,464+5.0% | $5,628+20.6% | $6,689+1.5% |
| Admin fee / account holder | $196,840 | $19,318+918.9% | $15,916+1136.7% | $13,398+1369.2% |