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 | $396,810 | $201,272+97.2% | $184,203+115.4% | $145,922+171.9% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 19.41% | 29.00%-9.6pp | 28.81%-9.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $5,203 | $7,022-25.9% | $6,427-19.0% | $4,660+11.7% |
| Participant deferral / active EE | $6,607 | $9,806-32.6% | $9,131-27.6% | $6,688-1.2% |
| Admin fee / account holder | $2,550 | $16,364-84.4% | $13,901-81.7% | $13,397-81.0% |