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 | $274,872 | $217,402+26.4% | $185,823+47.9% | $167,490+64.1% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 16.87% | 148.36%-131.5pp | 122.05%-105.2pp | 478.56%-461.7pp |
| Employer contribution / active EE | $5,711 | $5,873-2.8% | $5,167+10.5% | $4,837+18.1% |
| Participant deferral / active EE | $6,305 | $6,356-0.8% | $5,568+13.2% | $6,341-0.6% |
| Admin fee / account holder | $1,102 | $19,811-94.4% | $16,237-93.2% | $12,309-91.0% |