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 | $820,158 | $197,591+315.1% | $177,821+361.2% | $158,922+416.1% |
| Participation rate | 90.5% | 88.5%+1.9pp | 87.7%+2.8pp | 82.0%+8.5pp |
| Annual return | 17.97% | 58.76%-40.8pp | 48.32%-30.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $48,394 | $6,697+622.6% | $5,918+717.7% | $4,761+916.4% |
| Participant deferral / active EE | $3,899 | $8,405-53.6% | $7,714-49.5% | $5,982-34.8% |
| Admin fee / account holder | $38,372 | $15,399+149.2% | $12,427+208.8% | $11,246+241.2% |