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 | $427,995 | $157,256+172.2% | $141,162+203.2% | $152,861+180.0% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 22.76% | 64.32%-41.6pp | 71.39%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $5,156 | $5,261-2.0% | $4,735+8.9% | $4,762+8.3% |
| Participant deferral / active EE | $10,401 | $7,109+46.3% | $6,709+55.0% | $5,850+77.8% |
| Admin fee / account holder | $5,575 | $12,120-54.0% | $10,261-45.7% | $11,596-51.9% |