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 | $624,264 | $197,591+215.9% | $177,821+251.1% | $158,922+292.8% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 12.98% | 58.76%-45.8pp | 48.32%-35.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $22,384 | $6,697+234.2% | $5,918+278.2% | $4,761+370.1% |
| Participant deferral / active EE | $20,200 | $8,405+140.3% | $7,714+161.9% | $5,982+237.7% |
| Admin fee / account holder | $7,702 | $15,399-50.0% | $12,427-38.0% | $11,246-31.5% |