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 | $262,967 | $159,901+64.5% | $146,958+78.9% | $145,922+80.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.35% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $4,509 | $5,286-14.7% | $4,933-8.6% | $4,660-3.2% |
| Participant deferral / active EE | $8,874 | $8,428+5.3% | $8,070+10.0% | $6,688+32.7% |
| Admin fee / account holder | $12,933 | $15,044-14.0% | $12,998-0.5% | $13,397-3.5% |