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 | $725,630 | $214,378+238.5% | $200,582+261.8% | $142,382+409.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 47.57% | 46.41%+1.2pp | 42.33%+5.2pp | 217.08%-169.5pp |
| Employer contribution / active EE | $5,183 | $6,841-24.2% | $6,419-19.3% | $4,299+20.6% |
| Participant deferral / active EE | $12,250 | $9,865+24.2% | $9,331+31.3% | $6,507+88.3% |
| Admin fee / account holder | $41,509 | $17,692+134.6% | $16,305+154.6% | $12,624+228.8% |