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 | $896,119 | $114,381+683.4% | $107,525+733.4% | $142,382+529.4% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 13.70% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,935 | $4,015-2.0% | $3,754+4.8% | $4,299-8.5% |
| Participant deferral / active EE | $5,215 | $5,564-6.3% | $5,116+1.9% | $6,507-19.9% |
| Admin fee / account holder | $84,241 | $9,860+754.4% | $8,919+844.5% | $12,624+567.3% |