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 | $685,490 | $176,056+289.4% | $159,436+329.9% | $167,490+309.3% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 11.28% | 331.75%-320.5pp | 263.57%-252.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $5,076 | $5,297-4.2% | $4,829+5.1% | $4,837+4.9% |
| Participant deferral / active EE | $9,649 | $7,750+24.5% | $7,352+31.2% | $6,341+52.2% |
| Admin fee / account holder | $102,794 | $12,554+718.8% | $10,799+851.9% | $12,309+735.1% |