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 | $605,132 | $159,602+279.1% | $150,045+303.3% | $142,382+325.0% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 16.19% | 70.24%-54.0pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,752 | $4,961-24.4% | $4,693-20.0% | $4,299-12.7% |
| Participant deferral / active EE | $14,140 | $8,310+70.1% | $7,997+76.8% | $6,507+117.3% |
| Admin fee / account holder | $54,171 | $14,846+264.9% | $13,435+303.2% | $12,624+329.1% |