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 | $313,152 | $159,901+95.8% | $146,958+113.1% | $145,922+114.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 17.07% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,164 | $5,286-40.1% | $4,933-35.9% | $4,660-32.1% |
| Participant deferral / active EE | $7,198 | $8,428-14.6% | $8,070-10.8% | $6,688+7.6% |
| Admin fee / account holder | $4,900 | $15,044-67.4% | $12,998-62.3% | $13,397-63.4% |