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 5-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 | $407,172 | $177,572+129.3% | $154,803+163.0% | $142,382+186.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 19.21% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,710 | $4,810-43.7% | $4,305-37.1% | $4,299-37.0% |
| Participant deferral / active EE | $6,667 | $6,272+6.3% | $5,540+20.3% | $6,507+2.5% |
| Admin fee / account holder | $7,414 | $16,786-55.8% | $14,329-48.3% | $12,624-41.3% |