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 | $616,641 | $172,111+258.3% | $150,298+310.3% | $137,256+349.3% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 18.19% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $6,114 | $4,636+31.9% | $4,154+47.2% | $4,156+47.1% |
| Participant deferral / active EE | $15,402 | $6,166+149.8% | $5,453+182.5% | $6,407+140.4% |
| Admin fee / account holder | $15,731 | $16,471-4.5% | $14,116+11.4% | $12,270+28.2% |