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 | $718,869 | $177,572+304.8% | $154,803+364.4% | $142,382+404.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 18.33% | 65.07%-46.7pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $11,611 | $4,810+141.4% | $4,305+169.7% | $4,299+170.1% |
| Participant deferral / active EE | $15,925 | $6,272+153.9% | $5,540+187.4% | $6,507+144.7% |
| Admin fee / account holder | $5,591 | $16,786-66.7% | $14,329-61.0% | $12,624-55.7% |