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 | $300,911 | $159,901+88.2% | $146,958+104.8% | $145,922+106.2% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 15.65% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $4,387 | $5,286-17.0% | $4,933-11.1% | $4,660-5.9% |
| Participant deferral / active EE | $10,251 | $8,428+21.6% | $8,070+27.0% | $6,688+53.3% |
| Admin fee / account holder | $7,235 | $15,044-51.9% | $12,998-44.3% | $13,397-46.0% |