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 | $264,209 | $159,934+65.2% | $147,005+79.7% | $145,959+81.0% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 20.23% | 98.24%-78.0pp | 418.76%-398.5pp | 561.95%-541.7pp |
| Employer contribution / active EE | $4,509 | $5,287-14.7% | $4,934-8.6% | $4,661-3.3% |
| Participant deferral / active EE | $11,058 | $8,427+31.2% | $8,070+37.0% | $6,689+65.3% |
| Admin fee / account holder | $17,687 | $15,053+17.5% | $13,006+36.0% | $13,398+32.0% |