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 | $880,818 | $183,519+380.0% | $155,509+466.4% | $145,922+503.6% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 10.71% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,686 | $5,313-30.6% | $4,672-21.1% | $4,660-20.9% |
| Participant deferral / active EE | $5,957 | $6,462-7.8% | $5,626+5.9% | $6,688-10.9% |
| Admin fee / account holder | $314 | $19,313-98.4% | $15,912-98.0% | $13,397-97.7% |