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 | $437,659 | $176,056+148.6% | $159,436+174.5% | $167,490+161.3% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 13.20% | 331.75%-318.6pp | 263.57%-250.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,902 | $5,297-64.1% | $4,829-60.6% | $4,837-60.7% |
| Participant deferral / active EE | $3,415 | $7,750-55.9% | $7,352-53.6% | $6,341-46.2% |
| Admin fee / account holder | $1,958 | $12,554-84.4% | $10,799-81.9% | $12,309-84.1% |