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 | $267,233 | $159,901+67.1% | $146,958+81.8% | $145,922+83.1% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 15.21% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,942 | $5,286-6.5% | $4,933+0.2% | $4,660+6.1% |
| Participant deferral / active EE | $5,296 | $8,428-37.2% | $8,070-34.4% | $6,688-20.8% |
| Admin fee / account holder | $17,976 | $15,044+19.5% | $12,998+38.3% | $13,397+34.2% |