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 9-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 | $432,938 | $162,781+166.0% | $133,956+223.2% | $158,922+172.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 6.56% | 41.94%-35.4pp | 45.09%-38.5pp | 302.83%-296.3pp |
| Employer contribution / active EE | $5,942 | $4,975+19.4% | $3,919+51.6% | $4,761+24.8% |
| Participant deferral / active EE | $10,091 | $5,911+70.7% | $5,048+99.9% | $5,982+68.7% |
| Admin fee / account holder | $16,852 | $11,736+43.6% | $8,927+88.8% | $11,246+49.8% |