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 | $458,188 | $159,602+187.1% | $150,045+205.4% | $142,382+221.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 15.59% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $7,485 | $4,961+50.9% | $4,693+59.5% | $4,299+74.1% |
| Participant deferral / active EE | $17,503 | $8,310+110.6% | $7,997+118.9% | $6,507+169.0% |
| Admin fee / account holder | $2,023 | $14,846-86.4% | $13,435-84.9% | $12,624-84.0% |