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 | $279,512 | $185,822+50.4% | $169,993+64.4% | $139,434+100.5% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 18.57% | 60.50%-41.9pp | 53.37%-34.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $8,924 | $7,590+17.6% | $6,785+31.5% | $4,751+87.8% |
| Participant deferral / active EE | $14,017 | $11,622+20.6% | $10,408+34.7% | $6,710+108.9% |
| Admin fee / account holder | $7,922 | $15,381-48.5% | $12,815-38.2% | $11,403-30.5% |