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 | $523,841 | $209,411+150.1% | $178,490+193.5% | $158,922+229.6% |
| Participation rate | 85.0% | 86.3%-1.3pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | 17.37% | 188.75%-171.4pp | 151.07%-133.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $28,187 | $5,706+394.0% | $5,011+462.6% | $4,761+492.0% |
| Participant deferral / active EE | $18,610 | $5,954+212.6% | $5,202+257.8% | $5,982+211.1% |
| Admin fee / account holder | $35,771 | $17,074+109.5% | $13,984+155.8% | $11,246+218.1% |