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 | $278,154 | $159,901+74.0% | $146,958+89.3% | $145,922+90.6% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 16.56% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,855 | $5,286-8.2% | $4,933-1.6% | $4,660+4.2% |
| Participant deferral / active EE | $10,093 | $8,428+19.8% | $8,070+25.1% | $6,688+50.9% |
| Admin fee / account holder | $4,055 | $15,044-73.0% | $12,998-68.8% | $13,397-69.7% |