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 | $973,017 | $159,602+509.7% | $150,045+548.5% | $142,382+583.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 13.63% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,800 | $4,961-23.4% | $4,693-19.0% | $4,299-11.6% |
| Participant deferral / active EE | $4,415 | $8,310-46.9% | $7,997-44.8% | $6,507-32.2% |
| Admin fee / account holder | $75,308 | $14,846+407.2% | $13,435+460.5% | $12,624+496.6% |