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 | $281,236 | $159,901+75.9% | $146,958+91.4% | $145,922+92.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.03% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $4,680 | $5,286-11.5% | $4,933-5.1% | $4,660+0.4% |
| Participant deferral / active EE | $5,880 | $8,428-30.2% | $8,070-27.1% | $6,688-12.1% |
| Admin fee / account holder | $8,082 | $15,044-46.3% | $12,998-37.8% | $13,397-39.7% |