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 | $294,346 | $126,574+132.5% | $106,213+177.1% | $145,922+101.7% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 10.64% | 224.79%-214.1pp | 116.14%-105.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,610 | $3,730-30.0% | $3,171-17.7% | $4,660-44.0% |
| Participant deferral / active EE | $2,756 | $5,724-51.9% | $5,016-45.1% | $6,688-58.8% |
| Admin fee / account holder | $17,456 | $17,304+0.9% | $11,033+58.2% | $13,397+30.3% |