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 | $475,042 | $100,773+371.4% | $88,946+434.1% | $142,382+233.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.05% | 70.18%-55.1pp | 57.82%-42.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $28,662 | $2,918+882.4% | $2,555+1021.8% | $4,299+566.7% |
| Participant deferral / active EE | $20,912 | $5,230+299.8% | $4,581+356.5% | $6,507+221.4% |
| Admin fee / account holder | $7,877 | $9,693-18.7% | $8,261-4.7% | $12,624-37.6% |