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 | $262,985 | $125,758+109.1% | $169,993+54.7% | $75,163+249.9% |
| Participation rate | 97.7% | 83.6%+14.1pp | 87.0%+10.7pp | 67.2%+30.5pp |
| Annual return | 24.61% | 27.20%-2.6pp | 53.37%-28.8pp | 160.62%-136.0pp |
| Employer contribution / active EE | $7,494 | $4,615+62.4% | $6,785+10.4% | $2,670+180.7% |
| Participant deferral / active EE | $16,826 | $6,837+146.1% | $10,408+61.7% | $4,125+307.9% |
| Admin fee / account holder | $11,908 | $8,173+45.7% | $12,815-7.1% | $5,651+110.7% |