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 | $678,456 | $179,726+277.5% | $156,263+334.2% | $142,382+376.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 16.20% | 77.86%-61.7pp | 59.47%-43.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,402 | $5,069-32.9% | $4,333-21.5% | $4,299-20.9% |
| Participant deferral / active EE | $9,157 | $6,956+31.6% | $6,158+48.7% | $6,507+40.7% |
| Admin fee / account holder | $83,077 | $17,272+381.0% | $14,255+482.8% | $12,624+558.1% |