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 | $588,008 | $159,602+268.4% | $150,045+291.9% | $142,382+313.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 30.26% | 70.24%-40.0pp | 62.55%-32.3pp | 217.08%-186.8pp |
| Employer contribution / active EE | $9,978 | $4,961+101.1% | $4,693+112.6% | $4,299+132.1% |
| Participant deferral / active EE | $10,055 | $8,310+21.0% | $7,997+25.7% | $6,507+54.5% |
| Admin fee / account holder | $2,615 | $14,846-82.4% | $13,435-80.5% | $12,624-79.3% |