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 | $284,948 | $175,202+62.6% | $149,673+90.4% | $139,434+104.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 13.01% | 166.71%-153.7pp | 134.42%-121.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,354 | $5,474-57.0% | $4,818-51.1% | $4,751-50.5% |
| Participant deferral / active EE | $6,915 | $6,519+6.1% | $5,680+21.7% | $6,710+3.1% |
| Admin fee / account holder | $2,632 | $16,150-83.7% | $13,210-80.1% | $11,403-76.9% |