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 | $501,799 | $159,602+214.4% | $150,045+234.4% | $142,382+252.4% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 14.46% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $7,249 | $4,961+46.1% | $4,693+54.5% | $4,299+68.6% |
| Participant deferral / active EE | $22,641 | $8,310+172.4% | $7,997+183.1% | $6,507+247.9% |
| Admin fee / account holder | $1,038 | $14,846-93.0% | $13,435-92.3% | $12,624-91.8% |