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 | $560,908 | $157,256+256.7% | $141,162+297.4% | $152,861+266.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 26.83% | 64.32%-37.5pp | 71.39%-44.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $14,026 | $5,261+166.6% | $4,735+196.2% | $4,762+194.5% |
| Participant deferral / active EE | $12,316 | $7,109+73.2% | $6,709+83.6% | $5,850+110.5% |
| Admin fee / account holder | $9,592 | $12,120-20.9% | $10,261-6.5% | $11,596-17.3% |