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 | $446,679 | $176,056+153.7% | $159,436+180.2% | $167,490+166.7% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 14.44% | 331.75%-317.3pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $30,503 | $5,297+475.9% | $4,829+531.6% | $4,837+530.6% |
| Participant deferral / active EE | $17,710 | $7,750+128.5% | $7,352+140.9% | $6,341+179.3% |
| Admin fee / account holder | $1,708 | $12,554-86.4% | $10,799-84.2% | $12,309-86.1% |