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 | $428,602 | $138,044+210.5% | $125,339+242.0% | $134,475+218.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.07% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $6,860 | $5,243+30.8% | $4,814+42.5% | $4,740+44.7% |
| Participant deferral / active EE | $14,575 | $7,799+86.9% | $7,446+95.7% | $6,400+127.7% |
| Admin fee / account holder | $15,109 | $11,571+30.6% | $10,010+50.9% | $11,426+32.2% |