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 | $255,584 | $217,402+17.6% | $185,823+37.5% | $167,490+52.6% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 19.77% | 148.36%-128.6pp | 122.05%-102.3pp | 478.56%-458.8pp |
| Employer contribution / active EE | $2,674 | $5,873-54.5% | $5,167-48.3% | $4,837-44.7% |
| Participant deferral / active EE | $5,774 | $6,356-9.2% | $5,568+3.7% | $6,341-8.9% |
| Admin fee / account holder | $3,592 | $19,811-81.9% | $16,237-77.9% | $12,309-70.8% |