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 | $539,047 | $159,602+237.7% | $150,045+259.3% | $142,382+278.6% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 20.77% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $19,645 | $4,961+296.0% | $4,693+318.6% | $4,299+357.0% |
| Participant deferral / active EE | $16,020 | $8,310+92.8% | $7,997+100.3% | $6,507+146.2% |
| Admin fee / account holder | $31,596 | $14,846+112.8% | $13,435+135.2% | $12,624+150.3% |