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 | $569,883 | $183,519+210.5% | $155,509+266.5% | $145,922+290.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 14.46% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $16,778 | $5,313+215.8% | $4,672+259.1% | $4,660+260.1% |
| Participant deferral / active EE | $7,636 | $6,462+18.2% | $5,626+35.7% | $6,688+14.2% |
| Admin fee / account holder | $11,402 | $19,313-41.0% | $15,912-28.3% | $13,397-14.9% |