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 | $591,694 | $159,602+270.7% | $150,045+294.3% | $142,382+315.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 12.54% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $15,295 | $4,961+208.3% | $4,693+225.9% | $4,299+255.8% |
| Participant deferral / active EE | $11,642 | $8,310+40.1% | $7,997+45.6% | $6,507+78.9% |
| Admin fee / account holder | $55,707 | $14,846+275.2% | $13,435+314.6% | $12,624+341.3% |