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 | $268,714 | $154,117+74.4% | $129,995+106.7% | $139,434+92.7% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 15.03% | 32.48%-17.4pp | -137.18%+152.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $5,755 | $5,289+8.8% | $4,320+33.2% | $4,751+21.1% |
| Participant deferral / active EE | $12,581 | $6,710+87.5% | $5,820+116.2% | $6,710+87.5% |
| Admin fee / account holder | $27,892 | $14,007+99.1% | $10,614+162.8% | $11,403+144.6% |