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 | $652,401 | $183,519+255.5% | $155,509+319.5% | $145,922+347.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 26.98% | 61.17%-34.2pp | 64.67%-37.7pp | 561.29%-534.3pp |
| Employer contribution / active EE | $35,601 | $5,313+570.1% | $4,672+661.9% | $4,660+664.0% |
| Participant deferral / active EE | $14,359 | $6,462+122.2% | $5,626+155.2% | $6,688+114.7% |
| Admin fee / account holder | $143,070 | $19,313+640.8% | $15,912+799.1% | $13,397+967.9% |