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 | $351,166 | $202,432+73.5% | $169,368+107.3% | $139,434+151.9% |
| Participation rate | 82.6% | 81.1%+1.5pp | 77.1%+5.5pp | 80.3%+2.3pp |
| Annual return | 20.73% | 531.74%-511.0pp | 405.60%-384.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,182 | $4,692-74.8% | $4,013-70.6% | $4,751-75.1% |
| Participant deferral / active EE | $11,807 | $6,938+70.2% | $6,221+89.8% | $6,710+75.9% |
| Admin fee / account holder | $5,079 | $10,708-52.6% | $9,003-43.6% | $11,403-55.5% |