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 | $411,881 | $209,832+96.3% | $189,513+117.3% | $167,490+145.9% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 16.71% | 748.27%-731.6pp | 555.15%-538.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $4,792 | $6,914-30.7% | $6,162-22.2% | $4,837-0.9% |
| Participant deferral / active EE | $6,959 | $8,935-22.1% | $8,221-15.4% | $6,341+9.7% |
| Admin fee / account holder | $4,067 | $14,293-71.5% | $12,045-66.2% | $12,309-67.0% |