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 | $289,712 | $159,602+81.5% | $150,045+93.1% | $142,382+103.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 15.56% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $9,602 | $4,961+93.6% | $4,693+104.6% | $4,299+123.3% |
| Participant deferral / active EE | $9,737 | $8,310+17.2% | $7,997+21.8% | $6,507+49.6% |
| Admin fee / account holder | $3,112 | $14,846-79.0% | $13,435-76.8% | $12,624-75.3% |