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 | $338,678 | $159,901+111.8% | $146,958+130.5% | $145,922+132.1% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 18.15% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,368 | $5,286-55.2% | $4,933-52.0% | $4,660-49.2% |
| Participant deferral / active EE | $5,793 | $8,428-31.3% | $8,070-28.2% | $6,688-13.4% |
| Admin fee / account holder | $3,000 | $15,044-80.1% | $12,998-76.9% | $13,397-77.6% |