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 | $1,451,395 | $179,726+707.6% | $156,263+828.8% | $142,382+919.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 18.85% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $5,710 | $5,069+12.6% | $4,333+31.8% | $4,299+32.8% |
| Participant deferral / active EE | $43,426 | $6,956+524.3% | $6,158+605.2% | $6,507+567.4% |
| Admin fee / account holder | $329,626 | $17,272+1808.4% | $14,255+2212.4% | $12,624+2511.2% |