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 | $768,449 | $135,952+465.2% | $123,892+520.3% | $273,961+180.5% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 10.93% | 56.63%-45.7pp | 47.52%-36.6pp | 41.45%-30.5pp |
| Employer contribution / active EE | $5,685 | $5,170+10.0% | $4,617+23.1% | $4,869+16.8% |
| Participant deferral / active EE | $13,786 | $6,343+117.3% | $5,984+130.4% | $5,287+160.7% |
| Admin fee / account holder | $148,165 | $9,817+1409.3% | $8,357+1673.0% | $10,132+1362.4% |