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 | $285,793 | $183,963+55.4% | $162,163+76.2% | $152,861+87.0% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 22.41% | 150.76%-128.3pp | 115.59%-93.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,913 | $6,371-54.3% | $5,614-48.1% | $4,762-38.8% |
| Participant deferral / active EE | $6,506 | $8,034-19.0% | $7,298-10.8% | $5,850+11.2% |
| Admin fee / account holder | $903 | $13,121-93.1% | $10,843-91.7% | $11,596-92.2% |