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 | $345,340 | $159,901+116.0% | $146,958+135.0% | $145,922+136.7% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 11.64% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,760 | $5,286-47.8% | $4,933-44.0% | $4,660-40.8% |
| Participant deferral / active EE | $11,020 | $8,428+30.7% | $8,070+36.6% | $6,688+64.8% |
| Admin fee / account holder | $18,490 | $15,044+22.9% | $12,998+42.2% | $13,397+38.0% |