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 | $383,540 | $159,602+140.3% | $150,045+155.6% | $142,382+169.4% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 17.95% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,234 | $4,961-34.8% | $4,693-31.1% | $4,299-24.8% |
| Participant deferral / active EE | $14,046 | $8,310+69.0% | $7,997+75.6% | $6,507+115.9% |
| Admin fee / account holder | $2,789 | $14,846-81.2% | $13,435-79.2% | $12,624-77.9% |