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 | $254,916 | $144,119+76.9% | $117,854+116.3% | $147,584+72.7% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 14.66% | 531.15%-516.5pp | 335.08%-320.4pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,565 | $4,896-47.6% | $3,786-32.3% | $4,876-47.4% |
| Participant deferral / active EE | $14,278 | $5,316+168.6% | $4,482+218.6% | $5,439+162.5% |
| Admin fee / account holder | $2,046 | $10,886-81.2% | $8,020-74.5% | $10,885-81.2% |