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 | $847,590 | $88,710+855.5% | $81,783+936.4% | $145,959+480.7% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.4%+4.6pp | 80.3%-3.4pp |
| Annual return | 20.52% | 1027.26%-1006.7pp | 775.05%-754.5pp | 561.95%-541.4pp |
| Employer contribution / active EE | $3,866 | $3,083+25.4% | $2,913+32.7% | $4,661-17.1% |
| Participant deferral / active EE | $8,927 | $4,645+92.2% | $4,320+106.6% | $6,689+33.5% |
| Admin fee / account holder | $8,990 | $8,407+6.9% | $7,380+21.8% | $13,398-32.9% |