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 | $697,242 | $214,378+225.2% | $200,582+247.6% | $142,382+389.7% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 22.32% | 46.41%-24.1pp | 42.33%-20.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $22,749 | $6,841+232.5% | $6,419+254.4% | $4,299+429.2% |
| Participant deferral / active EE | $26,552 | $9,865+169.2% | $9,331+184.6% | $6,507+308.0% |
| Admin fee / account holder | $169,946 | $17,692+860.6% | $16,305+942.3% | $12,624+1246.2% |