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 | $602,920 | $159,602+277.8% | $150,045+301.8% | $142,382+323.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 17.81% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,681 | $4,961-5.6% | $4,693-0.2% | $4,299+8.9% |
| Participant deferral / active EE | $15,106 | $8,310+81.8% | $7,997+88.9% | $6,507+132.1% |
| Admin fee / account holder | $1,272 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |