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 | $301,765 | $159,901+88.7% | $146,958+105.3% | $145,922+106.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 12.10% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,490 | $5,286-15.1% | $4,933-9.0% | $4,660-3.7% |
| Participant deferral / active EE | $17,465 | $8,428+107.2% | $8,070+116.4% | $6,688+161.1% |
| Admin fee / account holder | $13,237 | $15,044-12.0% | $12,998+1.8% | $13,397-1.2% |