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 | $509,604 | $148,534+243.1% | $135,903+275.0% | $139,434+265.5% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 15.10% | 79.19%-64.1pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,462 | $5,243-34.0% | $4,856-28.7% | $4,751-27.1% |
| Participant deferral / active EE | $11,860 | $8,100+46.4% | $7,758+52.9% | $6,710+76.8% |
| Admin fee / account holder | $13,693 | $12,400+10.4% | $10,762+27.2% | $11,403+20.1% |