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 | $676,158 | $177,572+280.8% | $154,803+336.8% | $142,382+374.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.82% | 65.07%-51.2pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,737 | $4,810-43.1% | $4,305-36.4% | $4,299-36.3% |
| Participant deferral / active EE | $6,627 | $6,272+5.7% | $5,540+19.6% | $6,507+1.8% |
| Admin fee / account holder | $369 | $16,786-97.8% | $14,329-97.4% | $12,624-97.1% |