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 | $270,741 | $209,832+29.0% | $189,513+42.9% | $167,490+61.6% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 12.16% | 748.27%-736.1pp | 555.15%-543.0pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,068 | $6,914-55.6% | $6,162-50.2% | $4,837-36.6% |
| Participant deferral / active EE | $11,135 | $8,935+24.6% | $8,221+35.4% | $6,341+75.6% |
| Admin fee / account holder | $1,272 | $14,293-91.1% | $12,045-89.4% | $12,309-89.7% |