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 | $258,140 | $217,402+18.7% | $185,823+38.9% | $167,490+54.1% |
| Participation rate | 92.9% | 86.0%+6.8pp | 81.7%+11.2pp | 82.1%+10.8pp |
| Annual return | 9.49% | 148.36%-138.9pp | 122.05%-112.6pp | 478.56%-469.1pp |
| Employer contribution / active EE | $4,691 | $5,873-20.1% | $5,167-9.2% | $4,837-3.0% |
| Participant deferral / active EE | $11,006 | $6,356+73.2% | $5,568+97.7% | $6,341+73.6% |
| Admin fee / account holder | $3,972 | $19,811-80.0% | $16,237-75.5% | $12,309-67.7% |