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 | $318,145 | $183,963+72.9% | $162,163+96.2% | $152,861+108.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 19.00% | 150.76%-131.8pp | 115.59%-96.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,467 | $6,371-61.3% | $5,614-56.1% | $4,762-48.2% |
| Participant deferral / active EE | $7,364 | $8,034-8.3% | $7,298+0.9% | $5,850+25.9% |
| Admin fee / account holder | $422 | $13,121-96.8% | $10,843-96.1% | $11,596-96.4% |