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 | $358,426 | $159,901+124.2% | $146,958+143.9% | $145,922+145.6% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 13.87% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,317 | $5,286-56.2% | $4,933-53.0% | $4,660-50.3% |
| Participant deferral / active EE | $8,728 | $8,428+3.6% | $8,070+8.2% | $6,688+30.5% |
| Admin fee / account holder | $3,902 | $15,044-74.1% | $12,998-70.0% | $13,397-70.9% |