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 | $686,483 | $125,758+445.9% | $169,993+303.8% | $75,163+813.3% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.0%+1.5pp | 67.2%+21.3pp |
| Annual return | 23.92% | 27.20%-3.3pp | 53.37%-29.5pp | 160.62%-136.7pp |
| Employer contribution / active EE | $21,603 | $4,615+368.1% | $6,785+218.4% | $2,670+709.2% |
| Participant deferral / active EE | $17,054 | $6,837+149.4% | $10,408+63.9% | $4,125+313.4% |
| Admin fee / account holder | $19,039 | $8,173+132.9% | $12,815+48.6% | $5,651+236.9% |