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 | $438,492 | $178,174+146.1% | $156,181+180.8% | $137,256+219.5% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.8%+16.4pp | 80.0%+15.3pp |
| Annual return | 18.20% | 84.19%-66.0pp | 64.87%-46.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $7,753 | $4,972+55.9% | $4,294+80.6% | $4,156+86.5% |
| Participant deferral / active EE | $6,601 | $6,888-4.2% | $6,132+7.6% | $6,407+3.0% |
| Admin fee / account holder | $72,435 | $17,404+316.2% | $14,586+396.6% | $12,270+490.3% |