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 | $350,523 | $81,248+331.4% | $155,509+125.4% | $80,856+333.5% |
| Participation rate | 90.6% | 66.2%+24.4pp | 78.2%+12.4pp | 67.6%+23.0pp |
| Annual return | 50.63% | 33.31%+17.3pp | 64.67%-14.0pp | 35.59%+15.0pp |
| Employer contribution / active EE | $1,906 | $3,100-38.5% | $4,672-59.2% | $2,755-30.8% |
| Participant deferral / active EE | $5,974 | $3,452+73.1% | $5,626+6.2% | $4,296+39.1% |
| Admin fee / account holder | $3,598 | $7,997-55.0% | $15,912-77.4% | $6,918-48.0% |