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 | $587,562 | $214,378+174.1% | $200,582+192.9% | $142,382+312.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 17.56% | 46.41%-28.8pp | 42.33%-24.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,140 | $6,841-39.5% | $6,419-35.5% | $4,299-3.7% |
| Participant deferral / active EE | $13,430 | $9,865+36.1% | $9,331+43.9% | $6,507+106.4% |
| Admin fee / account holder | $1,975 | $17,692-88.8% | $16,305-87.9% | $12,624-84.4% |