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 | $305,644 | $209,832+45.7% | $189,513+61.3% | $167,490+82.5% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 15.30% | 748.27%-733.0pp | 555.15%-539.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $10,680 | $6,914+54.5% | $6,162+73.3% | $4,837+120.8% |
| Participant deferral / active EE | $4,574 | $8,935-48.8% | $8,221-44.4% | $6,341-27.9% |
| Admin fee / account holder | $5,536 | $14,293-61.3% | $12,045-54.0% | $12,309-55.0% |