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 | $372,368 | $159,901+132.9% | $146,958+153.4% | $145,922+155.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.94% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $6,561 | $5,286+24.1% | $4,933+33.0% | $4,660+40.8% |
| Participant deferral / active EE | $15,865 | $8,428+88.2% | $8,070+96.6% | $6,688+137.2% |
| Admin fee / account holder | $3,931 | $15,044-73.9% | $12,998-69.8% | $13,397-70.7% |