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 | $336,070 | $159,934+110.1% | $147,005+128.6% | $145,959+130.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 18.64% | 98.24%-79.6pp | 418.76%-400.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $6,483 | $5,287+22.6% | $4,934+31.4% | $4,661+39.1% |
| Participant deferral / active EE | $13,303 | $8,427+57.9% | $8,070+64.8% | $6,689+98.9% |
| Admin fee / account holder | $4,690 | $15,053-68.8% | $13,006-63.9% | $13,398-65.0% |