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 | $447,550 | $197,591+126.5% | $177,821+151.7% | $158,922+181.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 21.54% | 58.76%-37.2pp | 48.32%-26.8pp | 302.83%-281.3pp |
| Employer contribution / active EE | $5,106 | $6,697-23.8% | $5,918-13.7% | $4,761+7.2% |
| Participant deferral / active EE | $15,326 | $8,405+82.3% | $7,714+98.7% | $5,982+156.2% |
| Admin fee / account holder | $26,913 | $15,399+74.8% | $12,427+116.6% | $11,246+139.3% |