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 | $320,461 | $159,901+100.4% | $146,958+118.1% | $145,922+119.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 19.37% | 98.13%-78.8pp | 418.34%-399.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $5,596 | $5,286+5.9% | $4,933+13.4% | $4,660+20.1% |
| Participant deferral / active EE | $14,298 | $8,428+69.6% | $8,070+77.2% | $6,688+113.8% |
| Admin fee / account holder | $15,783 | $15,044+4.9% | $12,998+21.4% | $13,397+17.8% |