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 | $335,326 | $165,984+102.0% | $164,813+103.5% | $145,922+129.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 14.23% | 100.03%-85.8pp | 69.93%-55.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $4,933 | $5,273-6.5% | $4,341+13.6% | $4,660+5.9% |
| Participant deferral / active EE | $11,021 | $6,959+58.4% | $6,031+82.7% | $6,688+64.8% |
| Admin fee / account holder | $4,364 | $16,648-73.8% | $12,690-65.6% | $13,397-67.4% |