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 | $438,336 | $179,726+143.9% | $156,263+180.5% | $142,382+207.9% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 13.56% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $8,315 | $5,069+64.0% | $4,333+91.9% | $4,299+93.4% |
| Participant deferral / active EE | $10,246 | $6,956+47.3% | $6,158+66.4% | $6,507+57.5% |
| Admin fee / account holder | $1,357 | $17,272-92.1% | $14,255-90.5% | $12,624-89.2% |