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 | $701,923 | $176,056+298.7% | $159,436+340.3% | $167,490+319.1% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 16.81% | 331.75%-314.9pp | 263.57%-246.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $21,517 | $5,297+306.2% | $4,829+345.5% | $4,837+344.8% |
| Participant deferral / active EE | $15,649 | $7,750+101.9% | $7,352+112.9% | $6,341+146.8% |
| Admin fee / account holder | $202,664 | $12,554+1514.3% | $10,799+1776.8% | $12,309+1546.5% |