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 | $537,658 | $159,602+236.9% | $150,045+258.3% | $142,382+277.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 14.66% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,612 | $4,961-27.2% | $4,693-23.0% | $4,299-16.0% |
| Participant deferral / active EE | $5,346 | $8,310-35.7% | $7,997-33.2% | $6,507-17.8% |
| Admin fee / account holder | $1,817 | $14,846-87.8% | $13,435-86.5% | $12,624-85.6% |