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 | $469,254 | $159,901+193.5% | $146,958+219.3% | $145,922+221.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 28.57% | 98.13%-69.6pp | 418.34%-389.8pp | 561.29%-532.7pp |
| Employer contribution / active EE | $3,563 | $5,286-32.6% | $4,933-27.8% | $4,660-23.5% |
| Participant deferral / active EE | $9,803 | $8,428+16.3% | $8,070+21.5% | $6,688+46.6% |
| Admin fee / account holder | $11,027 | $15,044-26.7% | $12,998-15.2% | $13,397-17.7% |