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 | $512,874 | $112,881+354.3% | $90,951+463.9% | $158,922+222.7% |
| Participation rate | 93.8% | 74.7%+19.0pp | 69.0%+24.7pp | 82.0%+11.8pp |
| Annual return | 12.29% | 215.79%-203.5pp | 134.60%-122.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,732 | $2,893-5.6% | $2,122+28.8% | $4,761-42.6% |
| Participant deferral / active EE | $2,650 | $4,128-35.8% | $3,373-21.4% | $5,982-55.7% |
| Admin fee / account holder | $12,587 | $8,041+56.5% | $5,959+111.2% | $11,246+11.9% |