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 | $312,926 | $176,056+77.7% | $159,436+96.3% | $167,490+86.8% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 15.38% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $4,187 | $5,297-21.0% | $4,829-13.3% | $4,837-13.5% |
| Participant deferral / active EE | $11,168 | $7,750+44.1% | $7,352+51.9% | $6,341+76.1% |
| Admin fee / account holder | $5,340 | $12,554-57.5% | $10,799-50.5% | $12,309-56.6% |