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 | $507,582 | $209,411+142.4% | $178,490+184.4% | $158,922+219.4% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 35.89% | 188.75%-152.9pp | 151.07%-115.2pp | 302.83%-266.9pp |
| Employer contribution / active EE | $2,421 | $5,706-57.6% | $5,011-51.7% | $4,761-49.2% |
| Participant deferral / active EE | $6,908 | $5,954+16.0% | $5,202+32.8% | $5,982+15.5% |
| Admin fee / account holder | $4,002 | $17,074-76.6% | $13,984-71.4% | $11,246-64.4% |