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 | $256,928 | $198,466+29.5% | $170,442+50.7% | $147,584+74.1% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 15.99% | 257.29%-241.3pp | 205.93%-189.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $4,551 | $6,184-26.4% | $5,433-16.2% | $4,876-6.7% |
| Participant deferral / active EE | $11,054 | $5,629+96.4% | $4,939+123.8% | $5,439+103.3% |
| Admin fee / account holder | $4,048 | $16,852-76.0% | $13,880-70.8% | $10,885-62.8% |