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 | $299,938 | $209,832+42.9% | $189,513+58.3% | $167,490+79.1% |
| Participation rate | 95.5% | 88.7%+6.8pp | 87.8%+7.6pp | 82.1%+13.3pp |
| Annual return | 13.75% | 748.27%-734.5pp | 555.15%-541.4pp | 478.56%-464.8pp |
| Employer contribution / active EE | $4,117 | $6,914-40.4% | $6,162-33.2% | $4,837-14.9% |
| Participant deferral / active EE | $11,887 | $8,935+33.0% | $8,221+44.6% | $6,341+87.5% |
| Admin fee / account holder | $13,248 | $14,293-7.3% | $12,045+10.0% | $12,309+7.6% |