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 | $371,291 | $159,901+132.2% | $146,958+152.7% | $145,922+154.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.60% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $12,318 | $5,286+133.0% | $4,933+149.7% | $4,660+164.3% |
| Participant deferral / active EE | $12,568 | $8,428+49.1% | $8,070+55.7% | $6,688+87.9% |
| Admin fee / account holder | $1,537 | $15,044-89.8% | $12,998-88.2% | $13,397-88.5% |