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 | $409,429 | $159,602+156.5% | $150,045+172.9% | $142,382+187.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 13.73% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $13,603 | $4,961+174.2% | $4,693+189.9% | $4,299+216.4% |
| Participant deferral / active EE | $15,094 | $8,310+81.6% | $7,997+88.7% | $6,507+132.0% |
| Admin fee / account holder | $19,855 | $14,846+33.7% | $13,435+47.8% | $12,624+57.3% |