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 | $640,928 | $159,602+301.6% | $150,045+327.2% | $142,382+350.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 13.72% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $6,369 | $4,961+28.4% | $4,693+35.7% | $4,299+48.1% |
| Participant deferral / active EE | $22,631 | $8,310+172.3% | $7,997+183.0% | $6,507+247.8% |
| Admin fee / account holder | $4,939 | $14,846-66.7% | $13,435-63.2% | $12,624-60.9% |