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 | $366,825 | $159,602+129.8% | $150,045+144.5% | $142,382+157.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 14.23% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,943 | $4,961-20.5% | $4,693-16.0% | $4,299-8.3% |
| Participant deferral / active EE | $18,512 | $8,310+122.8% | $7,997+131.5% | $6,507+184.5% |
| Admin fee / account holder | $1,353 | $14,846-90.9% | $13,435-89.9% | $12,624-89.3% |