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 | $469,634 | $214,378+119.1% | $200,582+134.1% | $142,382+229.8% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 16.78% | 46.41%-29.6pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,501 | $6,841-19.6% | $6,419-14.3% | $4,299+28.0% |
| Participant deferral / active EE | $15,041 | $9,865+52.5% | $9,331+61.2% | $6,507+131.1% |
| Admin fee / account holder | $7,639 | $17,692-56.8% | $16,305-53.1% | $12,624-39.5% |