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 | $631,606 | $183,519+244.2% | $155,509+306.2% | $145,922+332.8% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 10.57% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $14,592 | $5,313+174.7% | $4,672+212.3% | $4,660+213.2% |
| Participant deferral / active EE | $14,374 | $6,462+122.4% | $5,626+155.5% | $6,688+114.9% |
| Admin fee / account holder | $4,466 | $19,313-76.9% | $15,912-71.9% | $13,397-66.7% |