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 | $301,865 | $159,901+88.8% | $146,958+105.4% | $145,922+106.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 11.11% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $4,603 | $5,286-12.9% | $4,933-6.7% | $4,660-1.2% |
| Participant deferral / active EE | $8,895 | $8,428+5.5% | $8,070+10.2% | $6,688+33.0% |
| Admin fee / account holder | $21,917 | $15,044+45.7% | $12,998+68.6% | $13,397+63.6% |