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 | $397,497 | $159,602+149.1% | $150,045+164.9% | $142,382+179.2% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 13.97% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,552 | $4,961-48.6% | $4,693-45.6% | $4,299-40.6% |
| Participant deferral / active EE | $7,331 | $8,310-11.8% | $7,997-8.3% | $6,507+12.7% |
| Admin fee / account holder | $4,737 | $14,846-68.1% | $13,435-64.7% | $12,624-62.5% |