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 | $487,119 | $217,402+124.1% | $185,823+162.1% | $167,490+190.8% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 17.49% | 148.36%-130.9pp | 122.05%-104.6pp | 478.56%-461.1pp |
| Employer contribution / active EE | $10,153 | $5,873+72.9% | $5,167+96.5% | $4,837+109.9% |
| Participant deferral / active EE | $6,680 | $6,356+5.1% | $5,568+20.0% | $6,341+5.3% |
| Admin fee / account holder | $12,183 | $19,811-38.5% | $16,237-25.0% | $12,309-1.0% |