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 | $601,295 | $159,602+276.7% | $150,045+300.7% | $142,382+322.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 16.20% | 70.24%-54.0pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $10,842 | $4,961+118.6% | $4,693+131.0% | $4,299+152.2% |
| Participant deferral / active EE | $11,968 | $8,310+44.0% | $7,997+49.6% | $6,507+83.9% |
| Admin fee / account holder | $10,678 | $14,846-28.1% | $13,435-20.5% | $12,624-15.4% |