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 | $373,237 | $159,901+133.4% | $146,958+154.0% | $145,922+155.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.74% | 98.13%-80.4pp | 418.34%-400.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $9,021 | $5,286+70.7% | $4,933+82.9% | $4,660+93.6% |
| Participant deferral / active EE | $9,610 | $8,428+14.0% | $8,070+19.1% | $6,688+43.7% |
| Admin fee / account holder | $5,365 | $15,044-64.3% | $12,998-58.7% | $13,397-60.0% |