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 | $281,949 | $159,934+76.3% | $147,005+91.8% | $145,959+93.2% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 13.13% | 98.24%-85.1pp | 418.76%-405.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $4,520 | $5,287-14.5% | $4,934-8.4% | $4,661-3.0% |
| Participant deferral / active EE | $12,529 | $8,427+48.7% | $8,070+55.3% | $6,689+87.3% |
| Admin fee / account holder | $18,757 | $15,053+24.6% | $13,006+44.2% | $13,398+40.0% |