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 | $324,900 | $74,888+333.8% | $71,209+356.3% | $142,382+128.2% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 13.34% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,377 | $2,854-16.7% | $2,721-12.6% | $4,299-44.7% |
| Participant deferral / active EE | $7,976 | $4,454+79.1% | $4,175+91.0% | $6,507+22.6% |
| Admin fee / account holder | $5,866 | $5,568+5.4% | $5,349+9.7% | $12,624-53.5% |