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 | $451,566 | $198,466+127.5% | $170,442+164.9% | $147,584+206.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 13.55% | 257.29%-243.7pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,988 | $6,184-67.9% | $5,433-63.4% | $4,876-59.2% |
| Participant deferral / active EE | $10,073 | $5,629+78.9% | $4,939+103.9% | $5,439+85.2% |
| Admin fee / account holder | $85,034 | $16,852+404.6% | $13,880+512.6% | $10,885+681.2% |