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 | $426,285 | $177,572+140.1% | $154,803+175.4% | $142,382+199.4% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 19.74% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $9,363 | $4,810+94.6% | $4,305+117.5% | $4,299+117.8% |
| Participant deferral / active EE | $7,408 | $6,272+18.1% | $5,540+33.7% | $6,507+13.8% |
| Admin fee / account holder | $12,010 | $16,786-28.5% | $14,329-16.2% | $12,624-4.9% |