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 5-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 | $279,441 | $180,749+54.6% | $160,784+73.8% | $137,256+103.6% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 14.99% | 2234.46%-2219.5pp | 1803.92%-1788.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,537 | $4,155-39.0% | $3,733-32.0% | $4,156-39.0% |
| Participant deferral / active EE | $6,322 | $6,844-7.6% | $6,293+0.5% | $6,407-1.3% |
| Admin fee / account holder | $10,542 | $10,397+1.4% | $9,717+8.5% | $12,270-14.1% |