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 | $415,840 | $197,591+110.5% | $177,821+133.9% | $158,922+161.7% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 20.27% | 58.76%-38.5pp | 48.32%-28.1pp | 302.83%-282.6pp |
| Employer contribution / active EE | $37,117 | $6,697+454.2% | $5,918+527.1% | $4,761+679.6% |
| Participant deferral / active EE | $6,703 | $8,405-20.3% | $7,714-13.1% | $5,982+12.0% |
| Admin fee / account holder | $9,274 | $15,399-39.8% | $12,427-25.4% | $11,246-17.5% |