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 | $440,148 | $159,901+175.3% | $146,958+199.5% | $145,922+201.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 11.91% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $11,518 | $5,286+117.9% | $4,933+133.5% | $4,660+147.2% |
| Participant deferral / active EE | $22,675 | $8,428+169.0% | $8,070+181.0% | $6,688+239.0% |
| Admin fee / account holder | $4,196 | $15,044-72.1% | $12,998-67.7% | $13,397-68.7% |