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 | $731,680 | $180,749+304.8% | $160,784+355.1% | $137,256+433.1% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 16.12% | 2234.46%-2218.3pp | 1803.92%-1787.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $10,121 | $4,155+143.6% | $3,733+171.1% | $4,156+143.5% |
| Participant deferral / active EE | $14,006 | $6,844+104.6% | $6,293+122.6% | $6,407+118.6% |
| Admin fee / account holder | $15,414 | $10,397+48.3% | $9,717+58.6% | $12,270+25.6% |