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 | $319,694 | $183,519+74.2% | $155,509+105.6% | $145,922+119.1% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 9.48% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,468 | $5,313-53.5% | $4,672-47.2% | $4,660-47.0% |
| Participant deferral / active EE | $6,507 | $6,462+0.7% | $5,626+15.7% | $6,688-2.7% |
| Admin fee / account holder | $20,143 | $19,313+4.3% | $15,912+26.6% | $13,397+50.4% |