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 | $733,357 | $177,572+313.0% | $154,803+373.7% | $142,382+415.1% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 14.45% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $7,340 | $4,810+52.6% | $4,305+70.5% | $4,299+70.7% |
| Participant deferral / active EE | $10,633 | $6,272+69.5% | $5,540+91.9% | $6,507+63.4% |
| Admin fee / account holder | $45,336 | $16,786+170.1% | $14,329+216.4% | $12,624+259.1% |