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 | $298,195 | $183,519+62.5% | $155,509+91.8% | $145,922+104.4% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 10.92% | 61.17%-50.2pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $5,481 | $5,313+3.2% | $4,672+17.3% | $4,660+17.6% |
| Participant deferral / active EE | $6,856 | $6,462+6.1% | $5,626+21.9% | $6,688+2.5% |
| Admin fee / account holder | $2,132 | $19,313-89.0% | $15,912-86.6% | $13,397-84.1% |