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 | $300,887 | $157,256+91.3% | $141,162+113.2% | $152,861+96.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.64% | 64.32%-45.7pp | 71.39%-52.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $6,552 | $5,261+24.5% | $4,735+38.4% | $4,762+37.6% |
| Participant deferral / active EE | $7,958 | $7,109+11.9% | $6,709+18.6% | $5,850+36.0% |
| Admin fee / account holder | $2,887 | $12,120-76.2% | $10,261-71.9% | $11,596-75.1% |