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 | $532,340 | $209,832+153.7% | $189,513+180.9% | $167,490+217.8% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 14.65% | 748.27%-733.6pp | 555.15%-540.5pp | 478.56%-463.9pp |
| Employer contribution / active EE | $5,110 | $6,914-26.1% | $6,162-17.1% | $4,837+5.6% |
| Participant deferral / active EE | $15,338 | $8,935+71.7% | $8,221+86.6% | $6,341+141.9% |
| Admin fee / account holder | $1,244 | $14,293-91.3% | $12,045-89.7% | $12,309-89.9% |