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 | $281,590 | $100,852+179.2% | $90,404+211.5% | $158,922+77.2% |
| Participation rate | 78.3% | 75.0%+3.2pp | 72.7%+5.6pp | 82.0%-3.7pp |
| Annual return | 12.54% | 1724.20%-1711.7pp | 1293.02%-1280.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,358 | $3,689-9.0% | $3,262+2.9% | $4,761-29.5% |
| Participant deferral / active EE | $4,003 | $4,348-7.9% | $3,963+1.0% | $5,982-33.1% |
| Admin fee / account holder | $962 | $6,501-85.2% | $5,611-82.8% | $11,246-91.4% |