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 | $507,994 | $159,901+217.7% | $146,958+245.7% | $145,922+248.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.94% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $7,653 | $5,286+44.8% | $4,933+55.1% | $4,660+64.2% |
| Participant deferral / active EE | $14,937 | $8,428+77.2% | $8,070+85.1% | $6,688+123.3% |
| Admin fee / account holder | $6,863 | $15,044-54.4% | $12,998-47.2% | $13,397-48.8% |