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 | $299,904 | $159,901+87.6% | $146,958+104.1% | $145,922+105.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 15.84% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,274 | $5,286-57.0% | $4,933-53.9% | $4,660-51.2% |
| Participant deferral / active EE | $13,131 | $8,428+55.8% | $8,070+62.7% | $6,688+96.3% |
| Admin fee / account holder | $1,987 | $15,044-86.8% | $12,998-84.7% | $13,397-85.2% |