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 | $934,427 | $198,466+370.8% | $170,442+448.2% | $147,584+533.2% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 11.67% | 257.29%-245.6pp | 205.93%-194.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $21,302 | $6,184+244.5% | $5,433+292.1% | $4,876+336.8% |
| Participant deferral / active EE | $14,708 | $5,629+161.3% | $4,939+197.8% | $5,439+170.4% |
| Admin fee / account holder | $4,624 | $16,852-72.6% | $13,880-66.7% | $10,885-57.5% |