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 | $422,277 | $175,202+141.0% | $149,673+182.1% | $139,434+202.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 11.08% | 166.71%-155.6pp | 134.42%-123.3pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,316 | $5,474-57.7% | $4,818-51.9% | $4,751-51.3% |
| Participant deferral / active EE | $18,354 | $6,519+181.6% | $5,680+223.1% | $6,710+173.5% |
| Admin fee / account holder | $149,954 | $16,150+828.5% | $13,210+1035.2% | $11,403+1215.1% |