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 | $446,533 | $175,202+154.9% | $149,673+198.3% | $139,434+220.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.10% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,690 | $5,474-50.9% | $4,818-44.2% | $4,751-43.4% |
| Participant deferral / active EE | $5,191 | $6,519-20.4% | $5,680-8.6% | $6,710-22.6% |
| Admin fee / account holder | $302 | $16,150-98.1% | $13,210-97.7% | $11,403-97.4% |