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 | $771,945 | $217,402+255.1% | $185,823+315.4% | $167,490+360.9% |
| Participation rate | 95.5% | 86.0%+9.4pp | 81.7%+13.8pp | 82.1%+13.3pp |
| Annual return | 16.13% | 148.36%-132.2pp | 122.05%-105.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $34,121 | $5,873+481.0% | $5,167+560.3% | $4,837+605.3% |
| Participant deferral / active EE | $5,392 | $6,356-15.2% | $5,568-3.2% | $6,341-15.0% |
| Admin fee / account holder | $19,177 | $19,811-3.2% | $16,237+18.1% | $12,309+55.8% |