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 | $590,960 | $238,490+147.8% | $180,183+228.0% | $142,382+315.1% |
| Participation rate | 90.0% | 82.3%+7.7pp | 77.4%+12.6pp | 80.1%+9.9pp |
| Annual return | 10.75% | 33.56%-22.8pp | 27.86%-17.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $10,068 | $6,143+63.9% | $5,039+99.8% | $4,299+134.2% |
| Participant deferral / active EE | $23,156 | $7,996+189.6% | $6,822+239.4% | $6,507+255.8% |
| Admin fee / account holder | $280,809 | $28,866+872.8% | $19,975+1305.8% | $12,624+2124.5% |