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 | $357,609 | $159,934+123.6% | $147,005+143.3% | $145,959+145.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.82% | 98.24%-81.4pp | 418.76%-401.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $6,561 | $5,287+24.1% | $4,934+33.0% | $4,661+40.8% |
| Participant deferral / active EE | $15,865 | $8,427+88.3% | $8,070+96.6% | $6,689+137.2% |
| Admin fee / account holder | $18,327 | $15,053+21.7% | $13,006+40.9% | $13,398+36.8% |