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 | $304,853 | $165,335+84.4% | $149,696+103.6% | $158,922+91.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 18.64% | 348.15%-329.5pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $3,628 | $5,103-28.9% | $4,644-21.9% | $4,761-23.8% |
| Participant deferral / active EE | $2,415 | $7,181-66.4% | $6,842-64.7% | $5,982-59.6% |
| Admin fee / account holder | $38,269 | $10,807+254.1% | $9,309+311.1% | $11,246+240.3% |