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 | $290,082 | $137,414+111.1% | $189,513+53.1% | $85,850+237.9% |
| Participation rate | 98.1% | 84.6%+13.5pp | 87.8%+10.3pp | 69.3%+28.8pp |
| Annual return | 16.97% | 38.14%-21.2pp | 555.15%-538.2pp | 318.53%-301.6pp |
| Employer contribution / active EE | $6,018 | $4,344+38.5% | $6,162-2.3% | $2,565+134.6% |
| Participant deferral / active EE | $9,506 | $6,260+51.9% | $8,221+15.6% | $3,952+140.6% |
| Admin fee / account holder | $11,546 | $8,630+33.8% | $12,045-4.1% | $6,260+84.5% |