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 | $946,364 | $171,865+450.6% | $149,718+532.1% | $147,584+541.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.47% | 2113.22%-2103.7pp | 1501.63%-1492.2pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,025 | $6,275-67.7% | $5,445-62.8% | $4,876-58.5% |
| Participant deferral / active EE | $4,023 | $7,271-44.7% | $6,569-38.8% | $5,439-26.0% |
| Admin fee / account holder | $9,905 | $13,799-28.2% | $11,283-12.2% | $10,885-9.0% |