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 | $271,557 | $176,056+54.2% | $159,436+70.3% | $167,490+62.1% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 10.99% | 331.75%-320.8pp | 263.57%-252.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $4,083 | $5,297-22.9% | $4,829-15.4% | $4,837-15.6% |
| Participant deferral / active EE | $7,353 | $7,750-5.1% | $7,3520% | $6,341+16.0% |
| Admin fee / account holder | $2,146 | $12,554-82.9% | $10,799-80.1% | $12,309-82.6% |