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 | $343,809 | $159,934+115.0% | $147,005+133.9% | $145,959+135.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 14.86% | 98.24%-83.4pp | 418.76%-403.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $12,512 | $5,287+136.6% | $4,934+153.6% | $4,661+168.5% |
| Participant deferral / active EE | $11,983 | $8,427+42.2% | $8,070+48.5% | $6,689+79.2% |
| Admin fee / account holder | $25,773 | $15,053+71.2% | $13,006+98.2% | $13,398+92.4% |