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 | $394,545 | $165,335+138.6% | $149,696+163.6% | $158,922+148.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 10.26% | 348.15%-337.9pp | 276.60%-266.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,846 | $5,103-44.2% | $4,644-38.7% | $4,761-40.2% |
| Participant deferral / active EE | $10,063 | $7,181+40.1% | $6,842+47.1% | $5,982+68.2% |
| Admin fee / account holder | $2,433 | $10,807-77.5% | $9,309-73.9% | $11,246-78.4% |