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 | $266,408 | $165,984+60.5% | $164,813+61.6% | $145,922+82.6% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 24.16% | 100.03%-75.9pp | 69.93%-45.8pp | 561.29%-537.1pp |
| Employer contribution / active EE | $3,015 | $5,273-42.8% | $4,341-30.5% | $4,660-35.3% |
| Participant deferral / active EE | $6,480 | $6,959-6.9% | $6,031+7.4% | $6,688-3.1% |
| Admin fee / account holder | $105,071 | $16,648+531.1% | $12,690+728.0% | $13,397+684.3% |