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 | $413,877 | $159,901+158.8% | $146,958+181.6% | $145,922+183.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.12% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $4,766 | $5,286-9.8% | $4,933-3.4% | $4,660+2.3% |
| Participant deferral / active EE | $13,320 | $8,428+58.0% | $8,070+65.1% | $6,688+99.2% |
| Admin fee / account holder | $3,011 | $15,044-80.0% | $12,998-76.8% | $13,397-77.5% |