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 | $682,532 | $214,378+218.4% | $200,582+240.3% | $142,382+379.4% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 13.66% | 46.41%-32.7pp | 42.33%-28.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $15,969 | $6,841+133.4% | $6,419+148.8% | $4,299+271.5% |
| Participant deferral / active EE | $21,534 | $9,865+118.3% | $9,331+130.8% | $6,507+230.9% |
| Admin fee / account holder | $10,360 | $17,692-41.4% | $16,305-36.5% | $12,624-17.9% |