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 | $431,570 | $148,534+190.6% | $135,903+217.6% | $139,434+209.5% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 21.07% | 79.19%-58.1pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $17,273 | $5,243+229.5% | $4,856+255.7% | $4,751+263.6% |
| Participant deferral / active EE | $14,608 | $8,100+80.3% | $7,758+88.3% | $6,710+117.7% |
| Admin fee / account holder | $6,041 | $12,400-51.3% | $10,762-43.9% | $11,403-47.0% |