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 | $251,907 | $159,934+57.5% | $147,005+71.4% | $145,959+72.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 11.77% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $3,948 | $5,287-25.3% | $4,934-20.0% | $4,661-15.3% |
| Participant deferral / active EE | $13,923 | $8,427+65.2% | $8,070+72.5% | $6,689+108.2% |
| Admin fee / account holder | $76,183 | $15,053+406.1% | $13,006+485.7% | $13,398+468.6% |