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 | $395,031 | $197,591+99.9% | $177,821+122.2% | $158,922+148.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 17.53% | 58.76%-41.2pp | 48.32%-30.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $6,991 | $6,697+4.4% | $5,918+18.1% | $4,761+46.8% |
| Participant deferral / active EE | $15,980 | $8,405+90.1% | $7,714+107.2% | $5,982+167.1% |
| Admin fee / account holder | $31,108 | $15,399+102.0% | $12,427+150.3% | $11,246+176.6% |