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 | $435,026 | $176,056+147.1% | $159,436+172.9% | $167,490+159.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 20.10% | 331.75%-311.6pp | 263.57%-243.5pp | 478.56%-458.5pp |
| Employer contribution / active EE | $3,392 | $5,297-36.0% | $4,829-29.8% | $4,837-29.9% |
| Participant deferral / active EE | $13,675 | $7,750+76.4% | $7,352+86.0% | $6,341+115.6% |
| Admin fee / account holder | $2,909 | $12,554-76.8% | $10,799-73.1% | $12,309-76.4% |