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 | $747,830 | $179,726+316.1% | $156,263+378.6% | $142,382+425.2% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 13.63% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,576 | $5,069+10.0% | $4,333+28.7% | $4,299+29.7% |
| Participant deferral / active EE | $11,640 | $6,956+67.3% | $6,158+89.0% | $6,507+78.9% |
| Admin fee / account holder | $1,500 | $17,272-91.3% | $14,255-89.5% | $12,624-88.1% |