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 | $494,631 | $183,519+169.5% | $155,509+218.1% | $145,922+239.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.63% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.7pp |
| Employer contribution / active EE | $4,043 | $5,313-23.9% | $4,672-13.5% | $4,660-13.2% |
| Participant deferral / active EE | $12,108 | $6,462+87.4% | $5,626+115.2% | $6,688+81.1% |
| Admin fee / account holder | $18,790 | $19,313-2.7% | $15,912+18.1% | $13,397+40.3% |