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 | $358,452 | $183,519+95.3% | $155,509+130.5% | $145,922+145.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.95% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $8,199 | $5,313+54.3% | $4,672+75.5% | $4,660+76.0% |
| Participant deferral / active EE | $6,706 | $6,462+3.8% | $5,626+19.2% | $6,688+0.3% |
| Admin fee / account holder | $1,414 | $19,313-92.7% | $15,912-91.1% | $13,397-89.4% |