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 | $472,599 | $168,632+180.3% | $147,614+220.2% | $125,391+276.9% |
| Participation rate | 89.5% | 88.8%+0.7pp | 84.6%+4.9pp | 83.2%+6.3pp |
| Annual return | -2.27% | 77.65%-79.9pp | 61.98%-64.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $7,049 | $6,252+12.7% | $5,564+26.7% | $4,866+44.9% |
| Participant deferral / active EE | $3,582 | $5,507-34.9% | $4,895-26.8% | $5,352-33.1% |
| Admin fee / account holder | $11,187 | $13,580-17.6% | $11,611-3.7% | $9,540+17.3% |