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 | $456,810 | $183,519+148.9% | $155,509+193.8% | $145,922+213.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 15.15% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $15,569 | $5,313+193.0% | $4,672+233.2% | $4,660+234.1% |
| Participant deferral / active EE | $8,841 | $6,462+36.8% | $5,626+57.1% | $6,688+32.2% |
| Admin fee / account holder | $5,081 | $19,313-73.7% | $15,912-68.1% | $13,397-62.1% |