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 | $350,276 | $183,519+90.9% | $155,509+125.2% | $145,922+140.0% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 18.10% | 61.17%-43.1pp | 64.67%-46.6pp | 561.29%-543.2pp |
| Employer contribution / active EE | $7,227 | $5,313+36.0% | $4,672+54.7% | $4,660+55.1% |
| Participant deferral / active EE | $2,213 | $6,462-65.8% | $5,626-60.7% | $6,688-66.9% |
| Admin fee / account holder | $12,401 | $19,313-35.8% | $15,912-22.1% | $13,397-7.4% |