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 | $291,860 | $137,414+112.4% | $189,513+54.0% | $85,850+240.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 87.8%-0.3pp | 69.3%+18.2pp |
| Annual return | 15.73% | 38.14%-22.4pp | 555.15%-539.4pp | 318.53%-302.8pp |
| Employer contribution / active EE | $12,046 | $4,344+177.3% | $6,162+95.5% | $2,565+369.6% |
| Participant deferral / active EE | $14,811 | $6,260+136.6% | $8,221+80.2% | $3,952+274.8% |
| Admin fee / account holder | $12,222 | $8,630+41.6% | $12,045+1.5% | $6,260+95.2% |