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 | $286,353 | $209,832+36.5% | $189,513+51.1% | $167,490+71.0% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.8pp |
| Annual return | 19.14% | 748.27%-729.1pp | 555.15%-536.0pp | 478.56%-459.4pp |
| Employer contribution / active EE | $5,641 | $6,914-18.4% | $6,162-8.5% | $4,837+16.6% |
| Participant deferral / active EE | $14,107 | $8,935+57.9% | $8,221+71.6% | $6,341+122.5% |
| Admin fee / account holder | $3,094 | $14,293-78.4% | $12,045-74.3% | $12,309-74.9% |