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 | $950,235 | $197,591+380.9% | $177,821+434.4% | $158,922+497.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 31.23% | 58.76%-27.5pp | 48.32%-17.1pp | 302.83%-271.6pp |
| Employer contribution / active EE | $15,407 | $6,697+130.0% | $5,918+160.3% | $4,761+223.6% |
| Participant deferral / active EE | $11,400 | $8,405+35.6% | $7,714+47.8% | $5,982+90.6% |
| Admin fee / account holder | $8,657 | $15,399-43.8% | $12,427-30.3% | $11,246-23.0% |