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 | $310,213 | $165,984+86.9% | $164,813+88.2% | $145,922+112.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 16.66% | 100.03%-83.4pp | 69.93%-53.3pp | 561.29%-544.6pp |
| Employer contribution / active EE | $5,066 | $5,273-3.9% | $4,341+16.7% | $4,660+8.7% |
| Participant deferral / active EE | $10,213 | $6,959+46.8% | $6,031+69.3% | $6,688+52.7% |
| Admin fee / account holder | $13,933 | $16,648-16.3% | $12,690+9.8% | $13,397+4.0% |