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 | $518,193 | $159,901+224.1% | $146,958+252.6% | $145,922+255.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 15.23% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,495 | $5,286-15.0% | $4,933-8.9% | $4,660-3.5% |
| Participant deferral / active EE | $8,458 | $8,428+0.4% | $8,070+4.8% | $6,688+26.5% |
| Admin fee / account holder | $71,479 | $15,044+375.1% | $12,998+449.9% | $13,397+433.5% |