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 | $933,929 | $172,111+442.6% | $150,298+521.4% | $137,256+580.4% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 18.93% | 69.37%-50.4pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,362 | $4,636-27.5% | $4,154-19.1% | $4,156-19.1% |
| Participant deferral / active EE | $10,128 | $6,166+64.3% | $5,453+85.8% | $6,407+58.1% |
| Admin fee / account holder | $392 | $16,471-97.6% | $14,116-97.2% | $12,270-96.8% |