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 | $952,088 | $198,466+379.7% | $170,442+458.6% | $147,584+545.1% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 19.65% | 257.29%-237.6pp | 205.93%-186.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $18,344 | $6,184+196.7% | $5,433+237.7% | $4,876+276.2% |
| Participant deferral / active EE | $4,364 | $5,629-22.5% | $4,939-11.7% | $5,439-19.8% |
| Admin fee / account holder | $1,356 | $16,852-92.0% | $13,880-90.2% | $10,885-87.5% |