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 | $515,919 | $165,335+212.0% | $149,696+244.6% | $158,922+224.6% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 9.17% | 348.15%-339.0pp | 276.60%-267.4pp | 302.83%-293.7pp |
| Employer contribution / active EE | $8,486 | $5,103+66.3% | $4,644+82.7% | $4,761+78.2% |
| Participant deferral / active EE | $10,473 | $7,181+45.8% | $6,842+53.1% | $5,982+75.1% |
| Admin fee / account holder | $1,200 | $10,807-88.9% | $9,309-87.1% | $11,246-89.3% |