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 | $255,584 | $226,064+13.1% | $182,532+40.0% | $152,861+67.2% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 27.10% | 192.51%-165.4pp | 148.54%-121.4pp | 345.32%-318.2pp |
| Employer contribution / active EE | $6,565 | $4,978+31.9% | $4,076+61.1% | $4,762+37.9% |
| Participant deferral / active EE | $11,415 | $6,368+79.3% | $5,524+106.6% | $5,850+95.1% |
| Admin fee / account holder | $745 | $10,703-93.0% | $8,592-91.3% | $11,596-93.6% |