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 | $545,861 | $201,272+171.2% | $184,203+196.3% | $145,922+274.1% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 24.77% | 29.00%-4.2pp | 28.81%-4.0pp | 561.29%-536.5pp |
| Employer contribution / active EE | $32,444 | $7,022+362.1% | $6,427+404.8% | $4,660+596.3% |
| Participant deferral / active EE | $18,885 | $9,806+92.6% | $9,131+106.8% | $6,688+182.4% |
| Admin fee / account holder | $117,284 | $16,364+616.7% | $13,901+743.7% | $13,397+775.5% |