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 | $284,692 | $183,963+54.8% | $162,163+75.6% | $152,861+86.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 16.07% | 150.76%-134.7pp | 115.59%-99.5pp | 345.32%-329.2pp |
| Employer contribution / active EE | $4,578 | $6,371-28.1% | $5,614-18.5% | $4,762-3.9% |
| Participant deferral / active EE | $7,856 | $8,034-2.2% | $7,298+7.7% | $5,850+34.3% |
| Admin fee / account holder | $1,595 | $13,121-87.8% | $10,843-85.3% | $11,596-86.2% |