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 | $284,110 | $159,901+77.7% | $146,958+93.3% | $145,922+94.7% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 15.79% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,233 | $5,286-38.8% | $4,933-34.5% | $4,660-30.6% |
| Participant deferral / active EE | $12,838 | $8,428+52.3% | $8,070+59.1% | $6,688+92.0% |
| Admin fee / account holder | $6,020 | $15,044-60.0% | $12,998-53.7% | $13,397-55.1% |