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 | $285,321 | $159,901+78.4% | $146,958+94.2% | $145,922+95.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 17.46% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $6,029 | $5,286+14.1% | $4,933+22.2% | $4,660+29.4% |
| Participant deferral / active EE | $15,881 | $8,428+88.4% | $8,070+96.8% | $6,688+137.5% |
| Admin fee / account holder | $7,322 | $15,044-51.3% | $12,998-43.7% | $13,397-45.3% |