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 | $472,387 | $198,466+138.0% | $170,442+177.2% | $147,584+220.1% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 15.52% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,858 | $6,184-37.6% | $5,433-29.0% | $4,876-20.9% |
| Participant deferral / active EE | $4,173 | $5,629-25.9% | $4,939-15.5% | $5,439-23.3% |
| Admin fee / account holder | $18,083 | $16,852+7.3% | $13,880+30.3% | $10,885+66.1% |