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 | $645,212 | $198,466+225.1% | $170,442+278.6% | $147,584+337.2% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 10.86% | 257.29%-246.4pp | 205.93%-195.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,796 | $6,184-54.8% | $5,433-48.5% | $4,876-42.7% |
| Participant deferral / active EE | $5,371 | $5,629-4.6% | $4,939+8.7% | $5,439-1.3% |
| Admin fee / account holder | $28,496 | $16,852+69.1% | $13,880+105.3% | $10,885+161.8% |