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 | $569,189 | $159,901+256.0% | $146,958+287.3% | $145,922+290.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.21% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,787 | $5,286-28.4% | $4,933-23.2% | $4,660-18.7% |
| Participant deferral / active EE | $15,549 | $8,428+84.5% | $8,070+92.7% | $6,688+132.5% |
| Admin fee / account holder | $2,876 | $15,044-80.9% | $12,998-77.9% | $13,397-78.5% |