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 | $569,943 | $214,378+165.9% | $200,582+184.1% | $142,382+300.3% |
| Participation rate | 91.3% | 87.4%+3.9pp | 86.9%+4.4pp | 80.1%+11.2pp |
| Annual return | 18.93% | 46.41%-27.5pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $14,834 | $6,841+116.8% | $6,419+131.1% | $4,299+245.1% |
| Participant deferral / active EE | $16,534 | $9,865+67.6% | $9,331+77.2% | $6,507+154.1% |
| Admin fee / account holder | $84,684 | $17,692+378.7% | $16,305+419.4% | $12,624+570.8% |