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 5-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 | $263,462 | $159,901+64.8% | $146,958+79.3% | $145,922+80.6% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 14.42% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $9,778 | $5,286+85.0% | $4,933+98.2% | $4,660+109.8% |
| Participant deferral / active EE | $7,932 | $8,428-5.9% | $8,070-1.7% | $6,688+18.6% |
| Admin fee / account holder | $3,991 | $15,044-73.5% | $12,998-69.3% | $13,397-70.2% |