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 | $444,716 | $157,256+182.8% | $141,162+215.0% | $152,861+190.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 21.78% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $4,253 | $5,261-19.2% | $4,735-10.2% | $4,762-10.7% |
| Participant deferral / active EE | $6,462 | $7,109-9.1% | $6,709-3.7% | $5,850+10.5% |
| Admin fee / account holder | $36,074 | $12,120+197.6% | $10,261+251.6% | $11,596+211.1% |