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 | $866,937 | $177,572+388.2% | $154,803+460.0% | $142,382+508.9% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 12.81% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $40,250 | $4,810+736.7% | $4,305+834.9% | $4,299+836.2% |
| Participant deferral / active EE | $26,862 | $6,272+328.3% | $5,540+384.8% | $6,507+312.8% |
| Admin fee / account holder | $55,408 | $16,786+230.1% | $14,329+286.7% | $12,624+338.9% |