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 | $603,525 | $72,071+737.4% | $68,368+782.8% | $137,256+339.7% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 13.92% | 353.14%-339.2pp | 292.57%-278.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,456 | $2,788+95.7% | $2,649+106.0% | $4,156+31.3% |
| Participant deferral / active EE | $9,793 | $4,410+122.1% | $4,123+137.5% | $6,407+52.9% |
| Admin fee / account holder | $17,098 | $5,336+220.5% | $5,150+232.0% | $12,270+39.3% |