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 | $500,206 | $198,466+152.0% | $170,442+193.5% | $147,584+238.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.15% | 257.29%-239.1pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $7,660 | $6,184+23.9% | $5,433+41.0% | $4,876+57.1% |
| Participant deferral / active EE | $5,170 | $5,629-8.2% | $4,939+4.7% | $5,439-4.9% |
| Admin fee / account holder | $15,273 | $16,852-9.4% | $13,880+10.0% | $10,885+40.3% |