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 | $524,685 | $217,402+141.3% | $185,823+182.4% | $167,490+213.3% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 12.26% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $29,742 | $5,873+406.4% | $5,167+475.6% | $4,837+514.8% |
| Participant deferral / active EE | $22,747 | $6,356+257.9% | $5,568+308.5% | $6,341+258.7% |
| Admin fee / account holder | $100,806 | $19,811+408.8% | $16,237+520.8% | $12,309+719.0% |