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 | $265,441 | $175,202+51.5% | $149,673+77.3% | $139,434+90.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 15.69% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,834 | $5,474-48.2% | $4,818-41.2% | $4,751-40.3% |
| Participant deferral / active EE | $9,396 | $6,519+44.1% | $5,680+65.4% | $6,710+40.0% |
| Admin fee / account holder | $5,976 | $16,150-63.0% | $13,210-54.8% | $11,403-47.6% |