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 | $379,489 | $175,202+116.6% | $149,673+153.5% | $139,434+172.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.86% | 166.71%-148.8pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,575 | $5,474-71.2% | $4,818-67.3% | $4,751-66.9% |
| Participant deferral / active EE | $9,777 | $6,519+50.0% | $5,680+72.1% | $6,710+45.7% |
| Admin fee / account holder | $3,271 | $16,150-79.7% | $13,210-75.2% | $11,403-71.3% |