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 | $252,380 | $157,256+60.5% | $141,162+78.8% | $152,861+65.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 25.47% | 64.32%-38.9pp | 71.39%-45.9pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,285 | $5,261-56.6% | $4,735-51.7% | $4,762-52.0% |
| Participant deferral / active EE | $10,109 | $7,109+42.2% | $6,709+50.7% | $5,850+72.8% |
| Admin fee / account holder | $399 | $12,120-96.7% | $10,261-96.1% | $11,596-96.6% |