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 | $257,861 | $159,901+61.3% | $146,958+75.5% | $145,922+76.7% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 12.12% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $6,016 | $5,286+13.8% | $4,933+22.0% | $4,660+29.1% |
| Participant deferral / active EE | $12,504 | $8,428+48.4% | $8,070+54.9% | $6,688+87.0% |
| Admin fee / account holder | $2,162 | $15,044-85.6% | $12,998-83.4% | $13,397-83.9% |