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 | $425,689 | $176,056+141.8% | $159,436+167.0% | $167,490+154.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 21.80% | 331.75%-309.9pp | 263.57%-241.8pp | 478.56%-456.8pp |
| Employer contribution / active EE | $4,989 | $5,297-5.8% | $4,829+3.3% | $4,837+3.1% |
| Participant deferral / active EE | $9,358 | $7,750+20.7% | $7,352+27.3% | $6,341+47.6% |
| Admin fee / account holder | $515 | $12,554-95.9% | $10,799-95.2% | $12,309-95.8% |