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 3-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 | $296,300 | $148,534+99.5% | $135,903+118.0% | $139,434+112.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,132 | $5,243-21.2% | $4,856-14.9% | $4,751-13.0% |
| Participant deferral / active EE | $9,588 | $8,100+18.4% | $7,758+23.6% | $6,710+42.9% |
| Admin fee / account holder | $27,095 | $12,400+118.5% | $10,762+151.8% | $11,403+137.6% |