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 | $583,100 | $159,901+264.7% | $146,958+296.8% | $145,922+299.6% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 17.67% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $16,140 | $5,286+205.3% | $4,933+227.2% | $4,660+246.4% |
| Participant deferral / active EE | $9,705 | $8,428+15.2% | $8,070+20.3% | $6,688+45.1% |
| Admin fee / account holder | $1,761 | $15,044-88.3% | $12,998-86.5% | $13,397-86.9% |