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 | $650,199 | $105,181+518.2% | $159,436+307.8% | $85,850+657.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 18.80% | 45.07%-26.3pp | 263.57%-244.8pp | 318.53%-299.7pp |
| Employer contribution / active EE | $4,384 | $3,318+32.1% | $4,829-9.2% | $2,565+70.9% |
| Participant deferral / active EE | $6,672 | $5,945+12.2% | $7,352-9.2% | $3,952+68.9% |
| Admin fee / account holder | $41,141 | $6,933+493.4% | $10,799+281.0% | $6,260+557.2% |