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 | $466,096 | $172,111+170.8% | $150,298+210.1% | $137,256+239.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.70% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,457 | $4,636-3.9% | $4,154+7.3% | $4,156+7.2% |
| Participant deferral / active EE | $8,876 | $6,166+44.0% | $5,453+62.8% | $6,407+38.5% |
| Admin fee / account holder | $45,750 | $16,471+177.8% | $14,116+224.1% | $12,270+272.9% |