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 | $253,914 | $217,402+16.8% | $185,823+36.6% | $167,490+51.6% |
| Participation rate | 95.5% | 86.0%+9.4pp | 81.7%+13.8pp | 82.1%+13.3pp |
| Annual return | 11.72% | 148.36%-136.6pp | 122.05%-110.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $7,278 | $5,873+23.9% | $5,167+40.8% | $4,837+50.4% |
| Participant deferral / active EE | $7,760 | $6,356+22.1% | $5,568+39.4% | $6,341+22.4% |
| Admin fee / account holder | $3,341 | $19,811-83.1% | $16,237-79.4% | $12,309-72.9% |