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 | $390,257 | $159,602+144.5% | $150,045+160.1% | $142,382+174.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 16.17% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $15,000 | $4,961+202.4% | $4,693+219.6% | $4,299+248.9% |
| Participant deferral / active EE | $11,121 | $8,310+33.8% | $7,997+39.1% | $6,507+70.9% |
| Admin fee / account holder | $12,970 | $14,846-12.6% | $13,435-3.5% | $12,624+2.7% |