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 | $299,748 | $159,602+87.8% | $150,045+99.8% | $142,382+110.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 13.13% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,517 | $4,961-29.1% | $4,693-25.1% | $4,299-18.2% |
| Participant deferral / active EE | $13,981 | $8,310+68.2% | $7,997+74.8% | $6,507+114.9% |
| Admin fee / account holder | $20,832 | $14,846+40.3% | $13,435+55.1% | $12,624+65.0% |