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 | $290,777 | $159,602+82.2% | $150,045+93.8% | $142,382+104.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 21.60% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $9,875 | $4,961+99.1% | $4,693+110.4% | $4,299+129.7% |
| Participant deferral / active EE | $7,978 | $8,310-4.0% | $7,997-0.2% | $6,507+22.6% |
| Admin fee / account holder | $497 | $14,846-96.7% | $13,435-96.3% | $12,624-96.1% |