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 | $262,023 | $171,865+52.5% | $149,718+75.0% | $147,584+77.5% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 15.96% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $4,645 | $6,275-26.0% | $5,445-14.7% | $4,876-4.7% |
| Participant deferral / active EE | $14,221 | $7,271+95.6% | $6,569+116.5% | $5,439+161.5% |
| Admin fee / account holder | $2,194 | $13,799-84.1% | $11,283-80.6% | $10,885-79.8% |