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 | $258,688 | $202,432+27.8% | $169,368+52.7% | $139,434+85.5% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 20.87% | 531.74%-510.9pp | 405.60%-384.7pp | 372.94%-352.1pp |
| Employer contribution / active EE | $5,402 | $4,692+15.1% | $4,013+34.6% | $4,751+13.7% |
| Participant deferral / active EE | $12,198 | $6,938+75.8% | $6,221+96.1% | $6,710+81.8% |
| Admin fee / account holder | $18,459 | $10,708+72.4% | $9,003+105.0% | $11,403+61.9% |