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 | $295,678 | $159,901+84.9% | $146,958+101.2% | $145,922+102.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 13.36% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,967 | $5,286-25.0% | $4,933-19.6% | $4,660-14.9% |
| Participant deferral / active EE | $5,857 | $8,428-30.5% | $8,070-27.4% | $6,688-12.4% |
| Admin fee / account holder | $3,445 | $15,044-77.1% | $12,998-73.5% | $13,397-74.3% |