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 | $507,386 | $159,602+217.9% | $150,045+238.2% | $142,382+256.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 16.45% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,919 | $4,961-21.0% | $4,693-16.5% | $4,299-8.8% |
| Participant deferral / active EE | $12,435 | $8,310+49.6% | $7,997+55.5% | $6,507+91.1% |
| Admin fee / account holder | $13,768 | $14,846-7.3% | $13,435+2.5% | $12,624+9.1% |