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 | $471,729 | $217,402+117.0% | $185,823+153.9% | $167,490+181.6% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 16.63% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $13,700 | $5,873+133.3% | $5,167+165.1% | $4,837+183.2% |
| Participant deferral / active EE | $2,324 | $6,356-63.4% | $5,568-58.3% | $6,341-63.4% |
| Admin fee / account holder | $83,938 | $19,811+323.7% | $16,237+416.9% | $12,309+581.9% |