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 | $774,262 | $177,572+336.0% | $154,803+400.2% | $142,382+443.8% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 15.32% | 65.07%-49.7pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $44,114 | $4,810+817.0% | $4,305+924.6% | $4,299+926.1% |
| Participant deferral / active EE | $5,470 | $6,272-12.8% | $5,540-1.3% | $6,507-15.9% |
| Admin fee / account holder | $407,327 | $16,786+2326.6% | $14,329+2742.7% | $12,624+3126.7% |