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 | $336,688 | $183,519+83.5% | $155,509+116.5% | $145,922+130.7% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 13.17% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,164 | $5,313-59.3% | $4,672-53.7% | $4,660-53.6% |
| Participant deferral / active EE | $7,642 | $6,462+18.2% | $5,626+35.8% | $6,688+14.3% |
| Admin fee / account holder | $13,628 | $19,313-29.4% | $15,912-14.4% | $13,397+1.7% |