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 | $433,288 | $159,602+171.5% | $150,045+188.8% | $142,382+204.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 17.70% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,362 | $4,961-72.5% | $4,693-71.0% | $4,299-68.3% |
| Participant deferral / active EE | $14,947 | $8,310+79.9% | $7,997+86.9% | $6,507+129.7% |
| Admin fee / account holder | $115,449 | $14,846+677.6% | $13,435+759.3% | $12,624+814.5% |