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 | $487,935 | $197,591+146.9% | $177,821+174.4% | $158,922+207.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 13.61% | 58.76%-45.2pp | 48.32%-34.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $11,781 | $6,697+75.9% | $5,918+99.1% | $4,761+147.4% |
| Participant deferral / active EE | $13,320 | $8,405+58.5% | $7,714+72.7% | $5,982+122.7% |
| Admin fee / account holder | $8,510 | $15,399-44.7% | $12,427-31.5% | $11,246-24.3% |