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 | $365,299 | $176,056+107.5% | $159,436+129.1% | $167,490+118.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.87% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $6,900 | $5,297+30.3% | $4,829+42.9% | $4,837+42.6% |
| Participant deferral / active EE | $10,867 | $7,750+40.2% | $7,352+47.8% | $6,341+71.4% |
| Admin fee / account holder | $14,232 | $12,554+13.4% | $10,799+31.8% | $12,309+15.6% |