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 | $316,488 | $159,901+97.9% | $146,958+115.4% | $145,922+116.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.48% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,468 | $5,286-53.3% | $4,933-50.0% | $4,660-47.0% |
| Participant deferral / active EE | $5,899 | $8,428-30.0% | $8,070-26.9% | $6,688-11.8% |
| Admin fee / account holder | $106,248 | $15,044+606.3% | $12,998+717.4% | $13,397+693.1% |