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 | $282,472 | $159,901+76.7% | $146,958+92.2% | $145,922+93.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 11.63% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,571 | $5,286-13.5% | $4,933-7.3% | $4,660-1.9% |
| Participant deferral / active EE | $13,803 | $8,428+63.8% | $8,070+71.0% | $6,688+106.4% |
| Admin fee / account holder | $12,622 | $15,044-16.1% | $12,998-2.9% | $13,397-5.8% |