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 | $529,595 | $183,519+188.6% | $155,509+240.6% | $145,922+262.9% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 15.60% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $3,184 | $5,313-40.1% | $4,672-31.9% | $4,660-31.7% |
| Participant deferral / active EE | $8,599 | $6,462+33.1% | $5,626+52.8% | $6,688+28.6% |
| Admin fee / account holder | $31,609 | $19,313+63.7% | $15,912+98.7% | $13,397+135.9% |