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 | $323,446 | $102,966+214.1% | $90,281+258.3% | $152,861+111.6% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 18.91% | 95.16%-76.3pp | 78.10%-59.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $3,706 | $3,139+18.1% | $2,854+29.8% | $4,762-22.2% |
| Participant deferral / active EE | $6,222 | $4,281+45.3% | $3,885+60.1% | $5,850+6.4% |
| Admin fee / account holder | $103,455 | $6,171+1576.6% | $5,351+1833.3% | $11,596+792.1% |