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 8-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 | $257,210 | $159,901+60.9% | $146,958+75.0% | $145,922+76.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.48% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,946 | $5,286-44.3% | $4,933-40.3% | $4,660-36.8% |
| Participant deferral / active EE | $11,123 | $8,428+32.0% | $8,070+37.8% | $6,688+66.3% |
| Admin fee / account holder | $25,761 | $15,044+71.2% | $12,998+98.2% | $13,397+92.3% |