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 | $250,644 | $183,963+36.2% | $162,163+54.6% | $152,861+64.0% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.4%+12.0pp |
| Annual return | 23.44% | 150.76%-127.3pp | 115.59%-92.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,123 | $6,371-51.0% | $5,614-44.4% | $4,762-34.4% |
| Participant deferral / active EE | $8,884 | $8,034+10.6% | $7,298+21.7% | $5,850+51.9% |
| Admin fee / account holder | $10,126 | $13,121-22.8% | $10,843-6.6% | $11,596-12.7% |