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 | $487,463 | $179,726+171.2% | $156,263+212.0% | $142,382+242.4% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 16.88% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $16,667 | $5,069+228.8% | $4,333+284.6% | $4,299+287.7% |
| Participant deferral / active EE | $8,313 | $6,956+19.5% | $6,158+35.0% | $6,507+27.8% |
| Admin fee / account holder | $5,249 | $17,272-69.6% | $14,255-63.2% | $12,624-58.4% |