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 | $582,754 | $197,591+194.9% | $177,821+227.7% | $158,922+266.7% |
| Participation rate | 90.5% | 88.5%+1.9pp | 87.7%+2.8pp | 82.0%+8.5pp |
| Annual return | 23.98% | 58.76%-34.8pp | 48.32%-24.3pp | 302.83%-278.8pp |
| Employer contribution / active EE | $18,946 | $6,697+182.9% | $5,918+220.1% | $4,761+297.9% |
| Participant deferral / active EE | $16,226 | $8,405+93.1% | $7,714+110.4% | $5,982+171.2% |
| Admin fee / account holder | $34,833 | $15,399+126.2% | $12,427+180.3% | $11,246+209.7% |