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 | $368,266 | $202,432+81.9% | $169,368+117.4% | $139,434+164.1% |
| Participation rate | 92.3% | 81.1%+11.2pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 14.93% | 531.74%-516.8pp | 405.60%-390.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,607 | $4,692-44.5% | $4,013-35.0% | $4,751-45.1% |
| Participant deferral / active EE | $9,463 | $6,938+36.4% | $6,221+52.1% | $6,710+41.0% |
| Admin fee / account holder | $6,577 | $10,708-38.6% | $9,003-26.9% | $11,403-42.3% |