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 | $842,752 | $137,414+513.3% | $189,513+344.7% | $85,850+881.7% |
| Participation rate | 90.5% | 84.6%+5.9pp | 87.8%+2.7pp | 69.3%+21.2pp |
| Annual return | 14.53% | 38.14%-23.6pp | 555.15%-540.6pp | 318.53%-304.0pp |
| Employer contribution / active EE | $21,801 | $4,344+401.8% | $6,162+253.8% | $2,565+749.9% |
| Participant deferral / active EE | $8,960 | $6,260+43.1% | $8,221+9.0% | $3,952+126.7% |
| Admin fee / account holder | $8,378 | $8,630-2.9% | $12,045-30.4% | $6,260+33.8% |