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 | $495,672 | $108,919+355.1% | $100,391+393.7% | $145,922+239.7% |
| Participation rate | 89.5% | 82.9%+6.5pp | 81.5%+8.0pp | 80.3%+9.2pp |
| Annual return | 15.04% | 57.88%-42.8pp | 49.20%-34.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $6,571 | $4,419+48.7% | $3,942+66.7% | $4,660+41.0% |
| Participant deferral / active EE | $14,896 | $8,445+76.4% | $8,082+84.3% | $6,688+122.7% |
| Admin fee / account holder | $3,380 | $9,689-65.1% | $7,899-57.2% | $13,397-74.8% |