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 | $586,625 | $157,256+273.0% | $141,162+315.6% | $152,861+283.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 24.27% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $36,970 | $5,261+602.7% | $4,735+680.8% | $4,762+676.3% |
| Participant deferral / active EE | $6,800 | $7,109-4.4% | $6,709+1.4% | $5,850+16.2% |
| Admin fee / account holder | $12,885 | $12,120+6.3% | $10,261+25.6% | $11,596+11.1% |