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 | $574,283 | $159,901+259.1% | $146,958+290.8% | $145,922+293.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.69% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,198 | $5,286-39.5% | $4,933-35.2% | $4,660-31.4% |
| Participant deferral / active EE | $6,000 | $8,428-28.8% | $8,070-25.6% | $6,688-10.3% |
| Admin fee / account holder | $22,723 | $15,044+51.0% | $12,998+74.8% | $13,397+69.6% |