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 | $302,580 | $178,174+69.8% | $156,181+93.7% | $137,256+120.4% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 15.98% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,723 | $4,972-45.2% | $4,294-36.6% | $4,156-34.5% |
| Participant deferral / active EE | $7,792 | $6,888+13.1% | $6,132+27.1% | $6,407+21.6% |
| Admin fee / account holder | $6,879 | $17,404-60.5% | $14,586-52.8% | $12,270-43.9% |