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 | $469,524 | $159,901+193.6% | $146,958+219.5% | $145,922+221.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.95% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,896 | $5,286-45.2% | $4,933-41.3% | $4,660-37.9% |
| Participant deferral / active EE | $3,881 | $8,428-53.9% | $8,070-51.9% | $6,688-42.0% |
| Admin fee / account holder | $6,257 | $15,044-58.4% | $12,998-51.9% | $13,397-53.3% |