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 | $472,253 | $148,534+217.9% | $135,903+247.5% | $139,434+238.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 19.62% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $7,231 | $5,243+37.9% | $4,856+48.9% | $4,751+52.2% |
| Participant deferral / active EE | $10,352 | $8,100+27.8% | $7,758+33.4% | $6,710+54.3% |
| Admin fee / account holder | $29,501 | $12,400+137.9% | $10,762+174.1% | $11,403+158.7% |