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 | $545,391 | $217,402+150.9% | $185,823+193.5% | $167,490+225.6% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 21.61% | 148.36%-126.7pp | 122.05%-100.4pp | 478.56%-456.9pp |
| Employer contribution / active EE | $19,714 | $5,873+235.7% | $5,167+281.5% | $4,837+307.5% |
| Participant deferral / active EE | $18,591 | $6,356+192.5% | $5,568+233.9% | $6,341+193.2% |
| Admin fee / account holder | $9,607 | $19,811-51.5% | $16,237-40.8% | $12,309-22.0% |