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 | $449,170 | $159,602+181.4% | $150,045+199.4% | $142,382+215.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 16.93% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,199 | $4,961-55.7% | $4,693-53.2% | $4,299-48.9% |
| Participant deferral / active EE | $7,511 | $8,310-9.6% | $7,997-6.1% | $6,507+15.4% |
| Admin fee / account holder | $8,781 | $14,846-40.9% | $13,435-34.6% | $12,624-30.4% |