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 | $416,652 | $159,901+160.6% | $146,958+183.5% | $145,922+185.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 21.01% | 98.13%-77.1pp | 418.34%-397.3pp | 561.29%-540.3pp |
| Employer contribution / active EE | $4,430 | $5,286-16.2% | $4,933-10.2% | $4,660-4.9% |
| Participant deferral / active EE | $9,716 | $8,428+15.3% | $8,070+20.4% | $6,688+45.3% |
| Admin fee / account holder | $22,861 | $15,044+52.0% | $12,998+75.9% | $13,397+70.6% |