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 | $493,566 | $175,202+181.7% | $149,673+229.8% | $139,434+254.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 12.59% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $5,464 | $5,474-0.2% | $4,818+13.4% | $4,751+15.0% |
| Participant deferral / active EE | $5,130 | $6,519-21.3% | $5,680-9.7% | $6,710-23.5% |
| Admin fee / account holder | $212,896 | $16,150+1218.2% | $13,210+1511.6% | $11,403+1767.1% |