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 | $297,754 | $154,228+93.1% | $145,433+104.7% | $137,256+116.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.33% | 74.59%-46.3pp | 66.58%-38.2pp | 220.34%-192.0pp |
| Employer contribution / active EE | $3,231 | $4,804-32.7% | $4,554-29.1% | $4,156-22.3% |
| Participant deferral / active EE | $15,519 | $8,216+88.9% | $7,897+96.5% | $6,407+142.2% |
| Admin fee / account holder | $6,091 | $14,344-57.5% | $13,129-53.6% | $12,270-50.4% |