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 | $732,388 | $124,319+489.1% | $111,297+558.0% | $167,490+337.3% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 10.26% | 37.44%-27.2pp | 54.65%-44.4pp | 478.56%-468.3pp |
| Employer contribution / active EE | $7,893 | $3,435+129.7% | $2,731+189.0% | $4,837+63.2% |
| Participant deferral / active EE | $10,007 | $5,180+93.2% | $4,487+123.0% | $6,341+57.8% |
| Admin fee / account holder | $1,978 | $10,618-81.4% | $7,964-75.2% | $12,309-83.9% |