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 9-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 | $257,328 | $176,056+46.2% | $159,436+61.4% | $167,490+53.6% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 13.95% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $4,605 | $5,297-13.1% | $4,829-4.6% | $4,837-4.8% |
| Participant deferral / active EE | $10,030 | $7,750+29.4% | $7,352+36.4% | $6,341+58.2% |
| Admin fee / account holder | $95,695 | $12,554+662.3% | $10,799+786.2% | $12,309+677.4% |