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 | $459,791 | $105,181+337.1% | $159,436+188.4% | $85,850+435.6% |
| Participation rate | 90.2% | 75.8%+14.5pp | 82.8%+7.4pp | 69.3%+20.9pp |
| Annual return | 21.71% | 45.07%-23.4pp | 263.57%-241.9pp | 318.53%-296.8pp |
| Employer contribution / active EE | $15,826 | $3,318+377.0% | $4,829+227.7% | $2,565+517.0% |
| Participant deferral / active EE | $8,775 | $5,945+47.6% | $7,352+19.4% | $3,952+122.1% |
| Admin fee / account holder | $2,099 | $6,933-69.7% | $10,799-80.6% | $6,260-66.5% |