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 | $270,010 | $183,519+47.1% | $155,509+73.6% | $145,922+85.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.50% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,432 | $5,313-54.2% | $4,672-48.0% | $4,660-47.8% |
| Participant deferral / active EE | $9,203 | $6,462+42.4% | $5,626+63.6% | $6,688+37.6% |
| Admin fee / account holder | $134,689 | $19,313+597.4% | $15,912+746.5% | $13,397+905.4% |