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 | $467,315 | $178,174+162.3% | $156,181+199.2% | $137,256+240.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 13.40% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,211 | $4,972-35.4% | $4,294-25.2% | $4,156-22.7% |
| Participant deferral / active EE | $13,283 | $6,888+92.9% | $6,132+116.6% | $6,407+107.3% |
| Admin fee / account holder | $13,731 | $17,404-21.1% | $14,586-5.9% | $12,270+11.9% |