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 | $359,116 | $172,111+108.7% | $150,298+138.9% | $137,256+161.6% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.27% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $8,592 | $4,636+85.3% | $4,154+106.8% | $4,156+106.7% |
| Participant deferral / active EE | $7,149 | $6,166+16.0% | $5,453+31.1% | $6,407+11.6% |
| Admin fee / account holder | $3,015 | $16,471-81.7% | $14,116-78.6% | $12,270-75.4% |