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 | $348,534 | $198,466+75.6% | $170,442+104.5% | $147,584+136.2% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 16.38% | 257.29%-240.9pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,025 | $6,184-51.1% | $5,433-44.3% | $4,876-38.0% |
| Participant deferral / active EE | $5,846 | $5,629+3.9% | $4,939+18.4% | $5,439+7.5% |
| Admin fee / account holder | $4,744 | $16,852-71.8% | $13,880-65.8% | $10,885-56.4% |