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 | $860,967 | $214,378+301.6% | $200,582+329.2% | $142,382+504.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 18.60% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $10,350 | $6,841+51.3% | $6,419+61.2% | $4,299+140.7% |
| Participant deferral / active EE | $20,921 | $9,865+112.1% | $9,331+124.2% | $6,507+221.5% |
| Admin fee / account holder | $65,321 | $17,692+269.2% | $16,305+300.6% | $12,624+417.4% |