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 | $159,602+241.7% | $150,045+263.5% | $142,382+283.0% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 17.68% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,298 | $4,961-53.7% | $4,693-51.0% | $4,299-46.5% |
| Participant deferral / active EE | $8,889 | $8,310+7.0% | $7,997+11.2% | $6,507+36.6% |
| Admin fee / account holder | $22,373 | $14,846+50.7% | $13,435+66.5% | $12,624+77.2% |