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 | $576,351 | $217,402+165.1% | $185,823+210.2% | $167,490+244.1% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 16.38% | 148.36%-132.0pp | 122.05%-105.7pp | 478.56%-462.2pp |
| Employer contribution / active EE | $17,322 | $5,873+194.9% | $5,167+235.2% | $4,837+258.1% |
| Participant deferral / active EE | $11,202 | $6,356+76.2% | $5,568+101.2% | $6,341+76.7% |
| Admin fee / account holder | $70,337 | $19,811+255.0% | $16,237+333.2% | $12,309+471.4% |