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 | $261,770 | $159,901+63.7% | $146,958+78.1% | $145,922+79.4% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 12.16% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,257 | $5,286-57.3% | $4,933-54.2% | $4,660-51.6% |
| Participant deferral / active EE | $8,922 | $8,428+5.9% | $8,070+10.6% | $6,688+33.4% |
| Admin fee / account holder | $2,438 | $15,044-83.8% | $12,998-81.2% | $13,397-81.8% |