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 9-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 | $393,044 | $198,466+98.0% | $170,442+130.6% | $147,584+166.3% |
| Participation rate | 85.0% | 88.0%-3.0pp | 83.6%+1.4pp | 82.8%+2.2pp |
| Annual return | 23.56% | 257.29%-233.7pp | 205.93%-182.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $3,423 | $6,184-44.7% | $5,433-37.0% | $4,876-29.8% |
| Participant deferral / active EE | $4,153 | $5,629-26.2% | $4,939-15.9% | $5,439-23.6% |
| Admin fee / account holder | $2,113 | $16,852-87.5% | $13,880-84.8% | $10,885-80.6% |