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 | $994,132 | $214,378+363.7% | $200,582+395.6% | $142,382+598.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 20.06% | 46.41%-26.3pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $21,655 | $6,841+216.5% | $6,419+237.4% | $4,299+403.7% |
| Participant deferral / active EE | $15,556 | $9,865+57.7% | $9,331+66.7% | $6,507+139.1% |
| Admin fee / account holder | $3,494 | $17,692-80.3% | $16,305-78.6% | $12,624-72.3% |