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 | $436,534 | $159,602+173.5% | $150,045+190.9% | $142,382+206.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 16.07% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,112 | $4,961-57.4% | $4,693-55.0% | $4,299-50.9% |
| Participant deferral / active EE | $16,163 | $8,310+94.5% | $7,997+102.1% | $6,507+148.4% |
| Admin fee / account holder | $100,719 | $14,846+578.4% | $13,435+649.7% | $12,624+697.9% |