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 | $253,957 | $157,256+61.5% | $141,162+79.9% | $152,861+66.1% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 25.67% | 64.32%-38.7pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,040 | $5,261-80.2% | $4,735-78.0% | $4,762-78.2% |
| Participant deferral / active EE | $11,837 | $7,109+66.5% | $6,709+76.4% | $5,850+102.3% |
| Admin fee / account holder | $1,574 | $12,120-87.0% | $10,261-84.7% | $11,596-86.4% |