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 | $280,794 | $159,901+75.6% | $146,958+91.1% | $145,922+92.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 17.01% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $4,126 | $5,286-21.9% | $4,933-16.3% | $4,660-11.4% |
| Participant deferral / active EE | $7,851 | $8,428-6.8% | $8,070-2.7% | $6,688+17.4% |
| Admin fee / account holder | $4,778 | $15,044-68.2% | $12,998-63.2% | $13,397-64.3% |