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 | $282,055 | $159,901+76.4% | $146,958+91.9% | $145,922+93.3% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 13.50% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,158 | $5,286-78.1% | $4,933-76.5% | $4,660-75.1% |
| Participant deferral / active EE | $8,088 | $8,428-4.0% | $8,070+0.2% | $6,688+20.9% |
| Admin fee / account holder | $1,587 | $15,044-89.5% | $12,998-87.8% | $13,397-88.2% |