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 | $263,413 | $201,272+30.9% | $184,203+43.0% | $145,922+80.5% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 13.53% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,710 | $7,022-32.9% | $6,427-26.7% | $4,660+1.1% |
| Participant deferral / active EE | $19,073 | $9,806+94.5% | $9,131+108.9% | $6,688+185.2% |
| Admin fee / account holder | $2,612 | $16,364-84.0% | $13,901-81.2% | $13,397-80.5% |