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 | $397,852 | $159,602+149.3% | $150,045+165.2% | $142,382+179.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 12.60% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,517 | $4,961-29.1% | $4,693-25.1% | $4,299-18.2% |
| Participant deferral / active EE | $8,895 | $8,310+7.0% | $7,997+11.2% | $6,507+36.7% |
| Admin fee / account holder | $2,910 | $14,846-80.4% | $13,435-78.3% | $12,624-77.0% |