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 | $262,236 | $144,119+82.0% | $117,854+122.5% | $147,584+77.7% |
| Participation rate | 84.6% | 83.4%+1.2pp | 79.7%+5.0pp | 82.8%+1.8pp |
| Annual return | 15.21% | 531.15%-515.9pp | 335.08%-319.9pp | 578.55%-563.3pp |
| Employer contribution / active EE | $6,344 | $4,896+29.6% | $3,786+67.6% | $4,876+30.1% |
| Participant deferral / active EE | $10,230 | $5,316+92.4% | $4,482+128.3% | $5,439+88.1% |
| Admin fee / account holder | $1,823 | $10,886-83.3% | $8,020-77.3% | $10,885-83.3% |