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 | $439,183 | $183,963+138.7% | $162,163+170.8% | $152,861+187.3% |
| Participation rate | 90.5% | 88.5%+2.0pp | 87.6%+2.9pp | 82.4%+8.0pp |
| Annual return | 27.44% | 150.76%-123.3pp | 115.59%-88.2pp | 345.32%-317.9pp |
| Employer contribution / active EE | $18,022 | $6,371+182.9% | $5,614+221.0% | $4,762+278.4% |
| Participant deferral / active EE | $17,507 | $8,034+117.9% | $7,298+139.9% | $5,850+199.3% |
| Admin fee / account holder | $1,728 | $13,121-86.8% | $10,843-84.1% | $11,596-85.1% |