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 | $322,507 | $183,963+75.3% | $162,163+98.9% | $152,861+111.0% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 20.60% | 150.76%-130.2pp | 115.59%-95.0pp | 345.32%-324.7pp |
| Employer contribution / active EE | $10,319 | $6,371+62.0% | $5,614+83.8% | $4,762+116.7% |
| Participant deferral / active EE | $10,236 | $8,034+27.4% | $7,298+40.3% | $5,850+75.0% |
| Admin fee / account holder | $383 | $13,121-97.1% | $10,843-96.5% | $11,596-96.7% |