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 | $485,573 | $177,572+173.5% | $154,803+213.7% | $142,382+241.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 19.32% | 65.07%-45.7pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,725 | $4,810-64.1% | $4,305-59.9% | $4,299-59.9% |
| Participant deferral / active EE | $9,594 | $6,272+53.0% | $5,540+73.2% | $6,507+47.4% |
| Admin fee / account holder | $72,420 | $16,786+331.4% | $14,329+405.4% | $12,624+473.7% |