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 | $370,622 | $209,336+77.0% | $197,124+88.0% | $137,256+170.0% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 17.49% | 48.09%-30.6pp | 44.34%-26.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $10,416 | $6,591+58.0% | $6,227+67.3% | $4,156+150.6% |
| Participant deferral / active EE | $24,592 | $9,614+155.8% | $9,135+169.2% | $6,407+283.8% |
| Admin fee / account holder | $18,871 | $17,308+9.0% | $16,298+15.8% | $12,270+53.8% |