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 | $552,459 | $159,602+246.1% | $150,045+268.2% | $142,382+288.0% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 14.70% | 70.24%-55.5pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $6,997 | $4,961+41.1% | $4,693+49.1% | $4,299+62.8% |
| Participant deferral / active EE | $19,936 | $8,310+139.9% | $7,997+149.3% | $6,507+206.4% |
| Admin fee / account holder | $7,552 | $14,846-49.1% | $13,435-43.8% | $12,624-40.2% |