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 | $365,299 | $159,901+128.5% | $146,958+148.6% | $145,922+150.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.26% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $16,811 | $5,286+218.0% | $4,933+240.8% | $4,660+260.8% |
| Participant deferral / active EE | $10,389 | $8,428+23.3% | $8,070+28.7% | $6,688+55.3% |
| Admin fee / account holder | $1,704 | $15,044-88.7% | $12,998-86.9% | $13,397-87.3% |