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 | $342,133 | $209,336+63.4% | $197,124+73.6% | $137,256+149.3% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 19.57% | 48.09%-28.5pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $9,713 | $6,591+47.4% | $6,227+56.0% | $4,156+133.7% |
| Participant deferral / active EE | $16,580 | $9,614+72.5% | $9,135+81.5% | $6,407+158.8% |
| Admin fee / account holder | $385 | $17,308-97.8% | $16,298-97.6% | $12,270-96.9% |