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 | $508,102 | $185,822+173.4% | $169,993+198.9% | $139,434+264.4% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 21.46% | 60.50%-39.0pp | 53.37%-31.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $3,572 | $7,590-52.9% | $6,785-47.4% | $4,751-24.8% |
| Participant deferral / active EE | $8,303 | $11,622-28.6% | $10,408-20.2% | $6,710+23.7% |
| Admin fee / account holder | $394 | $15,381-97.4% | $12,815-96.9% | $11,403-96.5% |