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 | $315,244 | $138,044+128.4% | $125,339+151.5% | $134,475+134.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.61% | 750.33%-766.9pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $5,057 | $5,243-3.6% | $4,814+5.1% | $4,740+6.7% |
| Participant deferral / active EE | $21,115 | $7,799+170.7% | $7,446+183.6% | $6,400+229.9% |
| Admin fee / account holder | $58,270 | $11,571+403.6% | $10,010+482.1% | $11,426+410.0% |