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 | $495,242 | $176,056+181.3% | $159,436+210.6% | $167,490+195.7% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 24.50% | 331.75%-307.3pp | 263.57%-239.1pp | 478.56%-454.1pp |
| Employer contribution / active EE | $14,350 | $5,297+170.9% | $4,829+197.1% | $4,837+196.6% |
| Participant deferral / active EE | $8,594 | $7,750+10.9% | $7,352+16.9% | $6,341+35.5% |
| Admin fee / account holder | $118,641 | $12,554+845.0% | $10,799+998.7% | $12,309+863.9% |