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 | $499,315 | $148,534+236.2% | $135,903+267.4% | $139,434+258.1% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 14.64% | 79.19%-64.5pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $4,351 | $5,243-17.0% | $4,856-10.4% | $4,751-8.4% |
| Participant deferral / active EE | $17,749 | $8,100+119.1% | $7,758+128.8% | $6,710+164.5% |
| Admin fee / account holder | $21,920 | $12,400+76.8% | $10,762+103.7% | $11,403+92.2% |