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 | $405,601 | $165,335+145.3% | $149,696+170.9% | $158,922+155.2% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 26.33% | 348.15%-321.8pp | 276.60%-250.3pp | 302.83%-276.5pp |
| Employer contribution / active EE | $14,919 | $5,103+192.4% | $4,644+221.2% | $4,761+213.4% |
| Participant deferral / active EE | $14,741 | $7,181+105.3% | $6,842+115.5% | $5,982+146.4% |
| Admin fee / account holder | $26,771 | $10,807+147.7% | $9,309+187.6% | $11,246+138.1% |