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 | $300,080 | $159,901+87.7% | $146,958+104.2% | $145,922+105.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 13.51% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,943 | $5,286-63.2% | $4,933-60.6% | $4,660-58.3% |
| Participant deferral / active EE | $13,646 | $8,428+61.9% | $8,070+69.1% | $6,688+104.0% |
| Admin fee / account holder | $15,727 | $15,044+4.5% | $12,998+21.0% | $13,397+17.4% |