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 | $510,821 | $165,335+209.0% | $149,696+241.2% | $158,922+221.4% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 13.09% | 348.15%-335.1pp | 276.60%-263.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $4,205 | $5,103-17.6% | $4,644-9.5% | $4,761-11.7% |
| Participant deferral / active EE | $12,916 | $7,181+79.9% | $6,842+88.8% | $5,982+115.9% |
| Admin fee / account holder | $94,465 | $10,807+774.2% | $9,309+914.8% | $11,246+740.0% |