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 | $839,156 | $126,574+563.0% | $106,213+690.1% | $145,922+475.1% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 15.65% | 224.79%-209.1pp | 116.14%-100.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $4,025 | $3,730+7.9% | $3,171+26.9% | $4,660-13.6% |
| Participant deferral / active EE | $11,258 | $5,724+96.7% | $5,016+124.4% | $6,688+68.3% |
| Admin fee / account holder | $3,001 | $17,304-82.7% | $11,033-72.8% | $13,397-77.6% |