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 | $469,870 | $159,901+193.9% | $146,958+219.7% | $145,922+222.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.55% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $24,268 | $5,286+359.1% | $4,933+392.0% | $4,660+420.8% |
| Participant deferral / active EE | $12,642 | $8,428+50.0% | $8,070+56.7% | $6,688+89.0% |
| Admin fee / account holder | $154,433 | $15,044+926.6% | $12,998+1088.1% | $13,397+1052.7% |