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 | $811,723 | $159,602+408.6% | $150,045+441.0% | $142,382+470.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 17.09% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $30,042 | $4,961+505.6% | $4,693+540.1% | $4,299+598.8% |
| Participant deferral / active EE | $2,800 | $8,310-66.3% | $7,997-65.0% | $6,507-57.0% |
| Admin fee / account holder | $19,297 | $14,846+30.0% | $13,435+43.6% | $12,624+52.9% |