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 | $287,639 | $209,832+37.1% | $189,513+51.8% | $167,490+71.7% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 14.89% | 748.27%-733.4pp | 555.15%-540.3pp | 478.56%-463.7pp |
| Employer contribution / active EE | $5,952 | $6,914-13.9% | $6,162-3.4% | $4,837+23.0% |
| Participant deferral / active EE | $14,847 | $8,935+66.2% | $8,221+80.6% | $6,341+134.1% |
| Admin fee / account holder | $7,553 | $14,293-47.2% | $12,045-37.3% | $12,309-38.6% |