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 | $807,339 | $209,411+285.5% | $178,490+352.3% | $158,922+408.0% |
| Participation rate | 85.0% | 86.3%-1.3pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | 15.61% | 188.75%-173.1pp | 151.07%-135.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $20,252 | $5,706+254.9% | $5,011+304.2% | $4,761+325.4% |
| Participant deferral / active EE | $15,915 | $5,954+167.3% | $5,202+206.0% | $5,982+166.0% |
| Admin fee / account holder | $28,670 | $17,074+67.9% | $13,984+105.0% | $11,246+154.9% |