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 9-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 | $433,410 | $176,056+146.2% | $159,436+171.8% | $167,490+158.8% |
| Participation rate | 87.0% | 84.9%+2.0pp | 82.8%+4.1pp | 82.1%+4.9pp |
| Annual return | 18.04% | 331.75%-313.7pp | 263.57%-245.5pp | 478.56%-460.5pp |
| Employer contribution / active EE | $7,177 | $5,297+35.5% | $4,829+48.6% | $4,837+48.4% |
| Participant deferral / active EE | $13,832 | $7,750+78.5% | $7,352+88.1% | $6,341+118.1% |
| Admin fee / account holder | $8,493 | $12,554-32.3% | $10,799-21.4% | $12,309-31.0% |