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 | $460,455 | $177,572+159.3% | $154,803+197.4% | $142,382+223.4% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 13.39% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,845 | $4,810-40.9% | $4,305-33.9% | $4,299-33.8% |
| Participant deferral / active EE | $9,455 | $6,272+50.8% | $5,540+70.7% | $6,507+45.3% |
| Admin fee / account holder | $1,549 | $16,786-90.8% | $14,329-89.2% | $12,624-87.7% |