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 | $296,135 | $183,592+61.3% | $155,567+90.4% | $145,959+102.9% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 10.71% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $5,092 | $5,315-4.2% | $4,674+8.9% | $4,661+9.2% |
| Participant deferral / active EE | $4,535 | $6,464-29.8% | $5,628-19.4% | $6,689-32.2% |
| Admin fee / account holder | $12,111 | $19,318-37.3% | $15,916-23.9% | $13,398-9.6% |