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 | $338,699 | $209,832+61.4% | $189,513+78.7% | $167,490+102.2% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 11.86% | 748.27%-736.4pp | 555.15%-543.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $4,307 | $6,914-37.7% | $6,162-30.1% | $4,837-11.0% |
| Participant deferral / active EE | $6,872 | $8,935-23.1% | $8,221-16.4% | $6,341+8.4% |
| Admin fee / account holder | $47,683 | $14,293+233.6% | $12,045+295.9% | $12,309+287.4% |