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 | $842,801 | $217,402+287.7% | $185,823+353.6% | $167,490+403.2% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 17.88% | 148.36%-130.5pp | 122.05%-104.2pp | 478.56%-460.7pp |
| Employer contribution / active EE | $10,014 | $5,873+70.5% | $5,167+93.8% | $4,837+107.0% |
| Participant deferral / active EE | $8,822 | $6,356+38.8% | $5,568+58.4% | $6,341+39.1% |
| Admin fee / account holder | $33,924 | $19,811+71.2% | $16,237+108.9% | $12,309+175.6% |