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 | $458,364 | $202,318+126.6% | $172,739+165.4% | $152,861+199.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 21.85% | 1029.65%-1007.8pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,994 | $5,856-48.9% | $5,143-41.8% | $4,762-37.1% |
| Participant deferral / active EE | $8,814 | $5,948+48.2% | $5,198+69.6% | $5,850+50.7% |
| Admin fee / account holder | $15,142 | $17,109-11.5% | $13,954+8.5% | $11,596+30.6% |