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 | $277,342 | $214,378+29.4% | $200,582+38.3% | $142,382+94.8% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 13.75% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $8,755 | $6,841+28.0% | $6,419+36.4% | $4,299+103.7% |
| Participant deferral / active EE | $20,753 | $9,865+110.4% | $9,331+122.4% | $6,507+218.9% |
| Admin fee / account holder | $2,648 | $17,692-85.0% | $16,305-83.8% | $12,624-79.0% |