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 | $501,169 | $209,411+139.3% | $178,490+180.8% | $158,922+215.4% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 19.86% | 188.75%-168.9pp | 151.07%-131.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $7,327 | $5,706+28.4% | $5,011+46.2% | $4,761+53.9% |
| Participant deferral / active EE | $9,419 | $5,954+58.2% | $5,202+81.1% | $5,982+57.5% |
| Admin fee / account holder | $4,058 | $17,074-76.2% | $13,984-71.0% | $11,246-63.9% |