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 | $519,770 | $214,378+142.5% | $200,582+159.1% | $142,382+265.1% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 14.01% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $10,985 | $6,841+60.6% | $6,419+71.1% | $4,299+155.5% |
| Participant deferral / active EE | $8,939 | $9,865-9.4% | $9,331-4.2% | $6,507+37.4% |
| Admin fee / account holder | $31,934 | $17,692+80.5% | $16,305+95.9% | $12,624+153.0% |