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 | $438,208 | $138,044+217.4% | $125,339+249.6% | $134,475+225.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.75% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,498 | $5,243-52.4% | $4,814-48.1% | $4,740-47.3% |
| Participant deferral / active EE | $10,586 | $7,799+35.7% | $7,446+42.2% | $6,400+65.4% |
| Admin fee / account holder | $6,563 | $11,571-43.3% | $10,010-34.4% | $11,426-42.6% |