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 | $536,171 | $217,402+146.6% | $185,823+188.5% | $167,490+220.1% |
| Participation rate | 95.7% | 86.0%+9.6pp | 81.7%+14.0pp | 82.1%+13.5pp |
| Annual return | 15.63% | 148.36%-132.7pp | 122.05%-106.4pp | 478.56%-462.9pp |
| Employer contribution / active EE | $14,534 | $5,873+147.5% | $5,167+181.3% | $4,837+200.5% |
| Participant deferral / active EE | $12,905 | $6,356+103.0% | $5,568+131.8% | $6,341+103.5% |
| Admin fee / account holder | $109,494 | $19,811+452.7% | $16,237+574.3% | $12,309+789.5% |