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 | $274,162 | $209,832+30.7% | $189,513+44.7% | $167,490+63.7% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.8pp |
| Annual return | 9.65% | 748.27%-738.6pp | 555.15%-545.5pp | 478.56%-468.9pp |
| Employer contribution / active EE | $3,826 | $6,914-44.7% | $6,162-37.9% | $4,837-20.9% |
| Participant deferral / active EE | $8,713 | $8,935-2.5% | $8,221+6.0% | $6,341+37.4% |
| Admin fee / account holder | $1,613 | $14,293-88.7% | $12,045-86.6% | $12,309-86.9% |