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 | $465,694 | $217,402+114.2% | $185,823+150.6% | $167,490+178.0% |
| Participation rate | 87.0% | 86.0%+0.9pp | 81.7%+5.3pp | 82.1%+4.9pp |
| Annual return | 12.10% | 148.36%-136.3pp | 122.05%-109.9pp | 478.56%-466.5pp |
| Employer contribution / active EE | $20,218 | $5,873+244.2% | $5,167+291.3% | $4,837+317.9% |
| Participant deferral / active EE | $11,289 | $6,356+77.6% | $5,568+102.8% | $6,341+78.0% |
| Admin fee / account holder | $86,035 | $19,811+334.3% | $16,237+429.9% | $12,309+599.0% |