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 | $426,713 | $214,378+99.0% | $200,582+112.7% | $142,382+199.7% |
| Participation rate | 90.5% | 87.4%+3.0pp | 86.9%+3.6pp | 80.1%+10.4pp |
| Annual return | 15.77% | 46.41%-30.6pp | 42.33%-26.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $10,402 | $6,841+52.0% | $6,419+62.1% | $4,299+142.0% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $8,708 | $17,692-50.8% | $16,305-46.6% | $12,624-31.0% |