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 | $347,403 | $165,335+110.1% | $149,696+132.1% | $158,922+118.6% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 16.78% | 348.15%-331.4pp | 276.60%-259.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $6,945 | $5,103+36.1% | $4,644+49.5% | $4,761+45.9% |
| Participant deferral / active EE | $9,448 | $7,181+31.6% | $6,842+38.1% | $5,982+57.9% |
| Admin fee / account holder | $15,145 | $10,807+40.1% | $9,309+62.7% | $11,246+34.7% |