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 | $773,868 | $117,983+555.9% | $101,794+660.2% | $142,382+443.5% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 16.07% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,991 | $2,773-28.2% | $2,289-13.0% | $4,299-53.7% |
| Participant deferral / active EE | $15,229 | $4,714+223.1% | $4,084+272.9% | $6,507+134.0% |
| Admin fee / account holder | $59,000 | $10,433+465.5% | $8,777+572.2% | $12,624+367.4% |