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 | $259,894 | $209,411+24.1% | $178,490+45.6% | $158,922+63.5% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 20.80% | 188.75%-168.0pp | 151.07%-130.3pp | 302.83%-282.0pp |
| Employer contribution / active EE | $19,279 | $5,706+237.8% | $5,011+284.8% | $4,761+304.9% |
| Participant deferral / active EE | $8,469 | $5,954+42.2% | $5,202+62.8% | $5,982+41.6% |
| Admin fee / account holder | $1,060 | $17,074-93.8% | $13,984-92.4% | $11,246-90.6% |