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 | $625,347 | $159,901+291.1% | $146,958+325.5% | $145,922+328.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 21.56% | 98.13%-76.6pp | 418.34%-396.8pp | 561.29%-539.7pp |
| Employer contribution / active EE | $4,242 | $5,286-19.7% | $4,933-14.0% | $4,660-9.0% |
| Participant deferral / active EE | $10,019 | $8,428+18.9% | $8,070+24.2% | $6,688+49.8% |
| Admin fee / account holder | $1,950 | $15,044-87.0% | $12,998-85.0% | $13,397-85.4% |