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 | $516,785 | $165,335+212.6% | $149,696+245.2% | $158,922+225.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.66% | 348.15%-333.5pp | 276.60%-261.9pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,243 | $5,103-75.6% | $4,644-73.2% | $4,761-73.9% |
| Participant deferral / active EE | $8,156 | $7,181+13.6% | $6,842+19.2% | $5,982+36.3% |
| Admin fee / account holder | $778 | $10,807-92.8% | $9,309-91.6% | $11,246-93.1% |