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 | $625,783 | $183,963+240.2% | $162,163+285.9% | $152,861+309.4% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 20.43% | 150.76%-130.3pp | 115.59%-95.2pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,069 | $6,371-67.5% | $5,614-63.1% | $4,762-56.6% |
| Participant deferral / active EE | $8,783 | $8,034+9.3% | $7,298+20.3% | $5,850+50.1% |
| Admin fee / account holder | $19,384 | $13,121+47.7% | $10,843+78.8% | $11,596+67.2% |