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 | $359,480 | $183,519+95.9% | $155,509+131.2% | $145,922+146.4% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 13.93% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.4pp |
| Employer contribution / active EE | $7,115 | $5,313+33.9% | $4,672+52.3% | $4,660+52.7% |
| Participant deferral / active EE | $8,336 | $6,462+29.0% | $5,626+48.2% | $6,688+24.6% |
| Admin fee / account holder | $20,089 | $19,313+4.0% | $15,912+26.2% | $13,397+49.9% |