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 | $354,567 | $165,984+113.6% | $164,813+115.1% | $145,922+143.0% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 11.58% | 100.03%-88.5pp | 69.93%-58.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,901 | $5,273-7.0% | $4,341+12.9% | $4,660+5.2% |
| Participant deferral / active EE | $10,673 | $6,959+53.4% | $6,031+77.0% | $6,688+59.6% |
| Admin fee / account holder | $17,082 | $16,648+2.6% | $12,690+34.6% | $13,397+27.5% |