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 | $351,922 | $159,934+120.0% | $147,005+139.4% | $145,959+141.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.54% | 98.24%-86.7pp | 418.76%-407.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $3,475 | $5,287-34.3% | $4,934-29.6% | $4,661-25.4% |
| Participant deferral / active EE | $7,631 | $8,427-9.5% | $8,070-5.4% | $6,689+14.1% |
| Admin fee / account holder | $519 | $15,053-96.6% | $13,006-96.0% | $13,398-96.1% |