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 | $297,276 | $175,202+69.7% | $149,673+98.6% | $139,434+113.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 11.82% | 166.71%-154.9pp | 134.42%-122.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,811 | $5,474-48.6% | $4,818-41.6% | $4,751-40.8% |
| Participant deferral / active EE | $9,116 | $6,519+39.8% | $5,680+60.5% | $6,710+35.9% |
| Admin fee / account holder | $2,073 | $16,150-87.2% | $13,210-84.3% | $11,403-81.8% |