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 | $757,486 | $183,519+312.8% | $155,509+387.1% | $145,922+419.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 15.16% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,941 | $5,313-63.5% | $4,672-58.5% | $4,660-58.3% |
| Participant deferral / active EE | $4,864 | $6,462-24.7% | $5,626-13.5% | $6,688-27.3% |
| Admin fee / account holder | $19,357 | $19,313+0.2% | $15,912+21.6% | $13,397+44.5% |