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 | $559,844 | $108,919+414.0% | $100,391+457.7% | $145,922+283.7% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 12.34% | 57.88%-45.5pp | 49.20%-36.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $5,724 | $4,419+29.5% | $3,942+45.2% | $4,660+22.8% |
| Participant deferral / active EE | $16,910 | $8,445+100.2% | $8,082+109.2% | $6,688+152.8% |
| Admin fee / account holder | $93,637 | $9,689+866.5% | $7,899+1085.4% | $13,397+598.9% |