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 | $287,916 | $133,922+115.0% | $116,228+147.7% | $142,382+102.2% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.6%+2.4pp | 80.1%-3.2pp |
| Annual return | 10.88% | 147.76%-136.9pp | 90.06%-79.2pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,568 | $3,446-25.5% | $2,994-14.2% | $4,299-40.3% |
| Participant deferral / active EE | $5,878 | $5,672+3.6% | $4,953+18.7% | $6,507-9.7% |
| Admin fee / account holder | $498 | $14,945-96.7% | $11,989-95.8% | $12,624-96.1% |