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 | $715,720 | $159,602+348.4% | $150,045+377.0% | $142,382+402.7% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 14.24% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $25,086 | $4,961+405.7% | $4,693+434.5% | $4,299+483.5% |
| Participant deferral / active EE | $10,895 | $8,310+31.1% | $7,997+36.2% | $6,507+67.4% |
| Admin fee / account holder | $47,954 | $14,846+223.0% | $13,435+256.9% | $12,624+279.9% |