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 | $568,601 | $176,056+223.0% | $159,436+256.6% | $167,490+239.5% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 15.72% | 331.75%-316.0pp | 263.57%-247.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $16,844 | $5,297+218.0% | $4,829+248.8% | $4,837+248.2% |
| Participant deferral / active EE | $11,026 | $7,750+42.3% | $7,352+50.0% | $6,341+73.9% |
| Admin fee / account holder | $7,864 | $12,554-37.4% | $10,799-27.2% | $12,309-36.1% |