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 | $294,174 | $175,202+67.9% | $149,673+96.5% | $139,434+111.0% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 14.67% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,013 | $5,474-63.2% | $4,818-58.2% | $4,751-57.6% |
| Participant deferral / active EE | $10,016 | $6,519+53.7% | $5,680+76.3% | $6,710+49.3% |
| Admin fee / account holder | $1,907 | $16,150-88.2% | $13,210-85.6% | $11,403-83.3% |