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 | $462,852 | $183,519+152.2% | $155,509+197.6% | $145,922+217.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 19.77% | 61.17%-41.4pp | 64.67%-44.9pp | 561.29%-541.5pp |
| Employer contribution / active EE | $7,711 | $5,313+45.1% | $4,672+65.0% | $4,660+65.5% |
| Participant deferral / active EE | $3,884 | $6,462-39.9% | $5,626-31.0% | $6,688-41.9% |
| Admin fee / account holder | $4,682 | $19,313-75.8% | $15,912-70.6% | $13,397-65.1% |