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 | $353,017 | $201,259+75.4% | $184,200+91.6% | $145,959+141.9% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 12.83% | 28.98%-16.2pp | 28.80%-16.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $4,115 | $7,018-41.4% | $6,424-35.9% | $4,661-11.7% |
| Participant deferral / active EE | $11,872 | $9,806+21.1% | $9,132+30.0% | $6,689+77.5% |
| Admin fee / account holder | $14,581 | $16,372-10.9% | $13,907+4.8% | $13,398+8.8% |