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 | $381,170 | $198,466+92.1% | $170,442+123.6% | $147,584+158.3% |
| Participation rate | 82.6% | 88.0%-5.4pp | 83.6%-1.0pp | 82.8%-0.2pp |
| Annual return | 20.99% | 257.29%-236.3pp | 205.93%-184.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $9,049 | $6,184+46.3% | $5,433+66.6% | $4,876+85.6% |
| Participant deferral / active EE | $5,634 | $5,629+0.1% | $4,939+14.1% | $5,439+3.6% |
| Admin fee / account holder | $5,324 | $16,852-68.4% | $13,880-61.6% | $10,885-51.1% |