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 | $692,486 | $177,572+290.0% | $154,803+347.3% | $142,382+386.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 43.56% | 65.07%-21.5pp | 58.88%-15.3pp | 217.08%-173.5pp |
| Employer contribution / active EE | $10,682 | $4,810+122.1% | $4,305+148.1% | $4,299+148.5% |
| Participant deferral / active EE | $9,016 | $6,272+43.8% | $5,540+62.7% | $6,507+38.6% |
| Admin fee / account holder | $6,159 | $16,786-63.3% | $14,329-57.0% | $12,624-51.2% |