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 | $296,947 | $159,901+85.7% | $146,958+102.1% | $145,922+103.5% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 16.24% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $5,046 | $5,286-4.5% | $4,933+2.3% | $4,660+8.3% |
| Participant deferral / active EE | $15,091 | $8,428+79.1% | $8,070+87.0% | $6,688+125.7% |
| Admin fee / account holder | $1,592 | $15,044-89.4% | $12,998-87.8% | $13,397-88.1% |