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 | $269,510 | $159,901+68.5% | $146,958+83.4% | $145,922+84.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.20% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,117 | $5,286-60.0% | $4,933-57.1% | $4,660-54.6% |
| Participant deferral / active EE | $12,108 | $8,428+43.7% | $8,070+50.0% | $6,688+81.1% |
| Admin fee / account holder | $65,399 | $15,044+334.7% | $12,998+403.1% | $13,397+388.2% |