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 | $545,354 | $154,228+253.6% | $145,433+275.0% | $137,256+297.3% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 17.68% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,298 | $4,804-52.2% | $4,554-49.5% | $4,156-44.7% |
| Participant deferral / active EE | $8,889 | $8,216+8.2% | $7,897+12.6% | $6,407+38.7% |
| Admin fee / account holder | $22,373 | $14,344+56.0% | $13,129+70.4% | $12,270+82.3% |