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 | $300,109 | $165,335+81.5% | $149,696+100.5% | $158,922+88.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 13.52% | 348.15%-334.6pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $4,870 | $5,103-4.6% | $4,644+4.9% | $4,761+2.3% |
| Participant deferral / active EE | $12,450 | $7,181+73.4% | $6,842+82.0% | $5,982+108.1% |
| Admin fee / account holder | $357 | $10,807-96.7% | $9,309-96.2% | $11,246-96.8% |