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 | $421,095 | $176,056+139.2% | $159,436+164.1% | $167,490+151.4% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 18.41% | 331.75%-313.3pp | 263.57%-245.2pp | 478.56%-460.2pp |
| Employer contribution / active EE | $3,259 | $5,297-38.5% | $4,829-32.5% | $4,837-32.6% |
| Participant deferral / active EE | $8,932 | $7,750+15.2% | $7,352+21.5% | $6,341+40.9% |
| Admin fee / account holder | $7,670 | $12,554-38.9% | $10,799-29.0% | $12,309-37.7% |