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 | $469,831 | $154,228+204.6% | $145,433+223.1% | $137,256+242.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.07% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,825 | $4,804-20.4% | $4,554-16.0% | $4,156-8.0% |
| Participant deferral / active EE | $15,438 | $8,216+87.9% | $7,897+95.5% | $6,407+141.0% |
| Admin fee / account holder | $2,882 | $14,344-79.9% | $13,129-78.0% | $12,270-76.5% |