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 | $350,183 | $159,901+119.0% | $146,958+138.3% | $145,922+140.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.73% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,047 | $5,286-42.4% | $4,933-38.2% | $4,660-34.6% |
| Participant deferral / active EE | $15,233 | $8,428+80.7% | $8,070+88.8% | $6,688+127.8% |
| Admin fee / account holder | $47,050 | $15,044+212.8% | $12,998+262.0% | $13,397+251.2% |