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 | $328,849 | $210,408+56.3% | $153,485+114.3% | $145,922+125.4% |
| Participation rate | 94.1% | 82.1%+12.0pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 10.08% | 13.37%-3.3pp | 15.65%-5.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,111 | $6,048-32.0% | $5,039-18.4% | $4,660-11.8% |
| Participant deferral / active EE | $10,399 | $7,975+30.4% | $6,757+53.9% | $6,688+55.5% |
| Admin fee / account holder | $28,363 | $19,419+46.1% | $12,724+122.9% | $13,397+111.7% |