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 | $720,053 | $202,318+255.9% | $172,739+316.8% | $152,861+371.1% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 23.58% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $4,980 | $5,856-15.0% | $5,143-3.2% | $4,762+4.6% |
| Participant deferral / active EE | $4,425 | $5,948-25.6% | $5,198-14.9% | $5,850-24.4% |
| Admin fee / account holder | $28,785 | $17,109+68.2% | $13,954+106.3% | $11,596+148.2% |