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 9-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 | $253,026 | $198,466+27.5% | $170,442+48.5% | $147,584+71.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 12.68% | 257.29%-244.6pp | 205.93%-193.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,470 | $6,184-60.1% | $5,433-54.5% | $4,876-49.3% |
| Participant deferral / active EE | $4,421 | $5,629-21.5% | $4,939-10.5% | $5,439-18.7% |
| Admin fee / account holder | $22,000 | $16,852+30.6% | $13,880+58.5% | $10,885+102.1% |