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 | $774,702 | $210,648+267.8% | $177,989+335.3% | $145,922+430.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 55.08% | 385.86%-330.8pp | 294.48%-239.4pp | 561.29%-506.2pp |
| Employer contribution / active EE | $2,868 | $4,565-37.2% | $3,949-27.4% | $4,660-38.5% |
| Participant deferral / active EE | $15,650 | $6,958+124.9% | $6,276+149.4% | $6,688+134.0% |
| Admin fee / account holder | $17,116 | $12,013+42.5% | $10,363+65.2% | $13,397+27.8% |