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 | $452,598 | $217,402+108.2% | $185,823+143.6% | $167,490+170.2% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 19.62% | 148.36%-128.7pp | 122.05%-102.4pp | 478.56%-458.9pp |
| Employer contribution / active EE | $41,273 | $5,873+602.7% | $5,167+698.7% | $4,837+753.2% |
| Participant deferral / active EE | $17,858 | $6,356+181.0% | $5,568+220.7% | $6,341+181.6% |
| Admin fee / account holder | $340,554 | $19,811+1619.0% | $16,237+1997.4% | $12,309+2666.7% |