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 | $1,483,723 | $157,256+843.5% | $141,162+951.1% | $152,861+870.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 39.69% | 64.32%-24.6pp | 71.39%-31.7pp | 345.32%-305.6pp |
| Employer contribution / active EE | $23,175 | $5,261+340.5% | $4,735+389.4% | $4,762+386.6% |
| Participant deferral / active EE | $7,400 | $7,109+4.1% | $6,709+10.3% | $5,850+26.5% |
| Admin fee / account holder | $2,749 | $12,120-77.3% | $10,261-73.2% | $11,596-76.3% |