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 | $443,103 | $159,602+177.6% | $150,045+195.3% | $142,382+211.2% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 15.86% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $8,562 | $4,961+72.6% | $4,693+82.4% | $4,299+99.2% |
| Participant deferral / active EE | $5,552 | $8,310-33.2% | $7,997-30.6% | $6,507-14.7% |
| Admin fee / account holder | $5,381 | $14,846-63.8% | $13,435-59.9% | $12,624-57.4% |