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 | $256,820 | $159,602+60.9% | $150,045+71.2% | $142,382+80.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 16.42% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $14,074 | $4,961+183.7% | $4,693+199.9% | $4,299+227.4% |
| Participant deferral / active EE | $9,876 | $8,310+18.8% | $7,997+23.5% | $6,507+51.8% |
| Admin fee / account holder | $964 | $14,846-93.5% | $13,435-92.8% | $12,624-92.4% |