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 | $311,848 | $159,901+95.0% | $146,958+112.2% | $145,922+113.7% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 11.86% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,073 | $5,286-41.9% | $4,933-37.7% | $4,660-34.0% |
| Participant deferral / active EE | $6,452 | $8,428-23.4% | $8,070-20.0% | $6,688-3.5% |
| Admin fee / account holder | $1,610 | $15,044-89.3% | $12,998-87.6% | $13,397-88.0% |