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 | $255,173 | $209,832+21.6% | $189,513+34.6% | $167,490+52.4% |
| Participation rate | 94.4% | 88.7%+5.8pp | 87.8%+6.6pp | 82.1%+12.3pp |
| Annual return | 20.07% | 748.27%-728.2pp | 555.15%-535.1pp | 478.56%-458.5pp |
| Employer contribution / active EE | $1,642 | $6,914-76.2% | $6,162-73.3% | $4,837-66.1% |
| Participant deferral / active EE | $12,822 | $8,935+43.5% | $8,221+56.0% | $6,341+102.2% |
| Admin fee / account holder | $16,243 | $14,293+13.6% | $12,045+34.9% | $12,309+32.0% |