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 | $343,169 | $159,901+114.6% | $146,958+133.5% | $145,922+135.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 11.08% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $7,559 | $5,286+43.0% | $4,933+53.2% | $4,660+62.2% |
| Participant deferral / active EE | $13,193 | $8,428+56.5% | $8,070+63.5% | $6,688+97.3% |
| Admin fee / account holder | $3,161 | $15,044-79.0% | $12,998-75.7% | $13,397-76.4% |