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 | $253,102 | $198,466+27.5% | $170,442+48.5% | $147,584+71.5% |
| Participation rate | 95.8% | 88.0%+7.9pp | 83.6%+12.2pp | 82.8%+13.0pp |
| Annual return | 17.60% | 257.29%-239.7pp | 205.93%-188.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $11,001 | $6,184+77.9% | $5,433+102.5% | $4,876+125.6% |
| Participant deferral / active EE | $4,856 | $5,629-13.7% | $4,939-1.7% | $5,439-10.7% |
| Admin fee / account holder | $980 | $16,852-94.2% | $13,880-92.9% | $10,885-91.0% |