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 | $409,755 | $165,335+147.8% | $149,696+173.7% | $158,922+157.8% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 20.20% | 348.15%-327.9pp | 276.60%-256.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $3,218 | $5,103-36.9% | $4,644-30.7% | $4,761-32.4% |
| Participant deferral / active EE | $11,900 | $7,181+65.7% | $6,842+73.9% | $5,982+98.9% |
| Admin fee / account holder | $1,378 | $10,807-87.3% | $9,309-85.2% | $11,246-87.7% |