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 | $289,871 | $159,602+81.6% | $150,045+93.2% | $142,382+103.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 15.09% | 70.24%-55.1pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $6,372 | $4,961+28.5% | $4,693+35.8% | $4,299+48.2% |
| Participant deferral / active EE | $3,433 | $8,310-58.7% | $7,997-57.1% | $6,507-47.2% |
| Admin fee / account holder | $7,354 | $14,846-50.5% | $13,435-45.3% | $12,624-41.7% |