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 | $291,304 | $183,519+58.7% | $155,509+87.3% | $145,922+99.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 12.57% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,363 | $5,313-36.7% | $4,672-28.0% | $4,660-27.8% |
| Participant deferral / active EE | $10,738 | $6,462+66.2% | $5,626+90.8% | $6,688+60.6% |
| Admin fee / account holder | $4,507 | $19,313-76.7% | $15,912-71.7% | $13,397-66.4% |