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 | $276,459 | $172,111+60.6% | $150,298+83.9% | $137,256+101.4% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 20.96% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,189 | $4,636-31.2% | $4,154-23.2% | $4,156-23.3% |
| Participant deferral / active EE | $9,938 | $6,166+61.2% | $5,453+82.3% | $6,407+55.1% |
| Admin fee / account holder | $4,461 | $16,471-72.9% | $14,116-68.4% | $12,270-63.6% |