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 | $289,374 | $159,602+81.3% | $150,045+92.9% | $142,382+103.2% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 16.49% | 70.24%-53.7pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,684 | $4,961-25.7% | $4,693-21.5% | $4,299-14.3% |
| Participant deferral / active EE | $10,624 | $8,310+27.8% | $7,997+32.8% | $6,507+63.3% |
| Admin fee / account holder | $2,433 | $14,846-83.6% | $13,435-81.9% | $12,624-80.7% |