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 | $256,387 | $102,317+150.6% | $146,958+74.5% | $80,856+217.1% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.2%-1.5pp | 67.6%+13.0pp |
| Annual return | 12.61% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,664 | $3,713-55.2% | $4,933-66.3% | $2,755-39.6% |
| Participant deferral / active EE | $9,113 | $6,644+37.2% | $8,070+12.9% | $4,296+112.1% |
| Admin fee / account holder | $40,466 | $7,941+409.6% | $12,998+211.3% | $6,918+484.9% |