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 | $897,290 | $148,534+504.1% | $135,903+560.2% | $139,434+543.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 15.03% | 79.19%-64.2pp | 68.23%-53.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $7,497 | $5,243+43.0% | $4,856+54.4% | $4,751+57.8% |
| Participant deferral / active EE | $6,165 | $8,100-23.9% | $7,758-20.5% | $6,710-8.1% |
| Admin fee / account holder | $38,006 | $12,400+206.5% | $10,762+253.1% | $11,403+233.3% |