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 | $484,638 | $209,336+131.5% | $197,124+145.9% | $137,256+253.1% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 16.95% | 48.09%-31.1pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,224 | $6,591-35.9% | $6,227-32.2% | $4,156+1.6% |
| Participant deferral / active EE | $11,213 | $9,614+16.6% | $9,135+22.7% | $6,407+75.0% |
| Admin fee / account holder | $884 | $17,308-94.9% | $16,298-94.6% | $12,270-92.8% |