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 | $317,500 | $137,414+131.1% | $189,513+67.5% | $85,850+269.8% |
| Participation rate | 94.4% | 84.6%+9.8pp | 87.8%+6.6pp | 69.3%+25.1pp |
| Annual return | 14.87% | 38.14%-23.3pp | 555.15%-540.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $5,908 | $4,344+36.0% | $6,162-4.1% | $2,565+130.3% |
| Participant deferral / active EE | $9,729 | $6,260+55.4% | $8,221+18.3% | $3,952+146.2% |
| Admin fee / account holder | $13,199 | $8,630+53.0% | $12,045+9.6% | $6,260+110.9% |