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 | $262,841 | $217,402+20.9% | $185,823+41.4% | $167,490+56.9% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 12.01% | 148.36%-136.4pp | 122.05%-110.0pp | 478.56%-466.6pp |
| Employer contribution / active EE | $6,029 | $5,873+2.7% | $5,167+16.7% | $4,837+24.6% |
| Participant deferral / active EE | $4,454 | $6,356-29.9% | $5,568-20.0% | $6,341-29.8% |
| Admin fee / account holder | $15,322 | $19,811-22.7% | $16,237-5.6% | $12,309+24.5% |