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 | $293,648 | $176,056+66.8% | $159,436+84.2% | $167,490+75.3% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 18.26% | 331.75%-313.5pp | 263.57%-245.3pp | 478.56%-460.3pp |
| Employer contribution / active EE | $16,999 | $5,297+220.9% | $4,829+252.0% | $4,837+251.4% |
| Participant deferral / active EE | $13,507 | $7,750+74.3% | $7,352+83.7% | $6,341+113.0% |
| Admin fee / account holder | $12,397 | $12,554-1.3% | $10,799+14.8% | $12,309+0.7% |