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 | $351,117 | $159,901+119.6% | $146,958+138.9% | $145,922+140.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 10.73% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $10,820 | $5,286+104.7% | $4,933+119.3% | $4,660+132.2% |
| Participant deferral / active EE | $8,301 | $8,428-1.5% | $8,070+2.9% | $6,688+24.1% |
| Admin fee / account holder | $2,987 | $15,044-80.1% | $12,998-77.0% | $13,397-77.7% |