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 | $358,612 | $138,044+159.8% | $125,339+186.1% | $134,475+166.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.85% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,621 | $5,243-50.0% | $4,814-45.5% | $4,740-44.7% |
| Participant deferral / active EE | $16,446 | $7,799+110.9% | $7,446+120.9% | $6,400+157.0% |
| Admin fee / account holder | $3,147 | $11,571-72.8% | $10,010-68.6% | $11,426-72.5% |