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 | $315,075 | $159,901+97.0% | $146,958+114.4% | $145,922+115.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.84% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,545 | $5,286-51.9% | $4,933-48.4% | $4,660-45.4% |
| Participant deferral / active EE | $10,421 | $8,428+23.6% | $8,070+29.1% | $6,688+55.8% |
| Admin fee / account holder | $49,135 | $15,044+226.6% | $12,998+278.0% | $13,397+266.8% |