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 | $534,492 | $180,749+195.7% | $160,784+232.4% | $137,256+289.4% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 16.98% | 2234.46%-2217.5pp | 1803.92%-1786.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $6,131 | $4,155+47.5% | $3,733+64.2% | $4,156+47.5% |
| Participant deferral / active EE | $13,134 | $6,844+91.9% | $6,293+108.7% | $6,407+105.0% |
| Admin fee / account holder | $9,802 | $10,397-5.7% | $9,717+0.9% | $12,270-20.1% |