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 | $300,881 | $198,466+51.6% | $170,442+76.5% | $147,584+103.9% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 16.31% | 257.29%-241.0pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $9,483 | $6,184+53.4% | $5,433+74.6% | $4,876+94.5% |
| Participant deferral / active EE | $6,665 | $5,629+18.4% | $4,939+34.9% | $5,439+22.5% |
| Admin fee / account holder | $6,242 | $16,852-63.0% | $13,880-55.0% | $10,885-42.7% |