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 | $252,597 | $159,901+58.0% | $146,958+71.9% | $145,922+73.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 19.19% | 98.13%-78.9pp | 418.34%-399.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,631 | $5,286-50.2% | $4,933-46.7% | $4,660-43.5% |
| Participant deferral / active EE | $7,248 | $8,428-14.0% | $8,070-10.2% | $6,688+8.4% |
| Admin fee / account holder | $1,444 | $15,044-90.4% | $12,998-88.9% | $13,397-89.2% |