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 | $549,468 | $217,402+152.7% | $185,823+195.7% | $167,490+228.1% |
| Participation rate | 81.3% | 86.0%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 12.64% | 148.36%-135.7pp | 122.05%-109.4pp | 478.56%-465.9pp |
| Employer contribution / active EE | $4,943 | $5,873-15.8% | $5,167-4.3% | $4,837+2.2% |
| Participant deferral / active EE | $4,103 | $6,356-35.4% | $5,568-26.3% | $6,341-35.3% |
| Admin fee / account holder | $2,039 | $19,811-89.7% | $16,237-87.4% | $12,309-83.4% |