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 | $408,597 | $159,602+156.0% | $150,045+172.3% | $142,382+187.0% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 13.40% | 70.24%-56.8pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,038 | $4,961-18.6% | $4,693-14.0% | $4,299-6.1% |
| Participant deferral / active EE | $11,888 | $8,310+43.1% | $7,997+48.7% | $6,507+82.7% |
| Admin fee / account holder | $2,318 | $14,846-84.4% | $13,435-82.7% | $12,624-81.6% |