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 | $616,319 | $217,402+183.5% | $185,823+231.7% | $167,490+268.0% |
| Participation rate | 95.5% | 86.0%+9.4pp | 81.7%+13.8pp | 82.1%+13.3pp |
| Annual return | 10.38% | 148.36%-138.0pp | 122.05%-111.7pp | 478.56%-468.2pp |
| Employer contribution / active EE | $7,246 | $5,873+23.4% | $5,167+40.2% | $4,837+49.8% |
| Participant deferral / active EE | $5,425 | $6,356-14.7% | $5,568-2.6% | $6,341-14.4% |
| Admin fee / account holder | $18,600 | $19,811-6.1% | $16,237+14.6% | $12,309+51.1% |