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 | $569,249 | $176,056+223.3% | $159,436+257.0% | $167,490+239.9% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 16.08% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $3,892 | $5,297-26.5% | $4,829-19.4% | $4,837-19.5% |
| Participant deferral / active EE | $14,088 | $7,750+81.8% | $7,352+91.6% | $6,341+122.2% |
| Admin fee / account holder | $15,252 | $12,554+21.5% | $10,799+41.2% | $12,309+23.9% |