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 | $915,157 | $159,602+473.4% | $150,045+509.9% | $142,382+542.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.72% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $22,202 | $4,961+347.6% | $4,693+373.1% | $4,299+416.4% |
| Participant deferral / active EE | $8,965 | $8,310+7.9% | $7,997+12.1% | $6,507+37.8% |
| Admin fee / account holder | $73,725 | $14,846+396.6% | $13,435+448.8% | $12,624+484.0% |