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 | $261,540 | $183,963+42.2% | $162,163+61.3% | $152,861+71.1% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 18.15% | 150.76%-132.6pp | 115.59%-97.4pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,065 | $6,371-67.6% | $5,614-63.2% | $4,762-56.6% |
| Participant deferral / active EE | $6,392 | $8,034-20.4% | $7,298-12.4% | $5,850+9.3% |
| Admin fee / account holder | $22,350 | $13,121+70.3% | $10,843+106.1% | $11,596+92.7% |