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 | $576,003 | $228,332+152.3% | $185,823+210.0% | $158,922+262.4% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 50.20% | 40.80%+9.4pp | 35.95%+14.3pp | 302.83%-252.6pp |
| Employer contribution / active EE | $6,972 | $4,967+40.4% | $4,087+70.6% | $4,761+46.4% |
| Participant deferral / active EE | $5,633 | $6,415-12.2% | $5,6320% | $5,982-5.8% |
| Admin fee / account holder | $40,006 | $11,864+237.2% | $9,500+321.1% | $11,246+255.7% |