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 | $303,179 | $172,111+76.2% | $150,298+101.7% | $137,256+120.9% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 15.57% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $7,376 | $4,636+59.1% | $4,154+77.6% | $4,156+77.5% |
| Participant deferral / active EE | $7,933 | $6,166+28.7% | $5,453+45.5% | $6,407+23.8% |
| Admin fee / account holder | $19,725 | $16,471+19.8% | $14,116+39.7% | $12,270+60.8% |