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 | $522,270 | $198,466+163.2% | $170,442+206.4% | $147,584+253.9% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 23.08% | 257.29%-234.2pp | 205.93%-182.8pp | 578.55%-555.5pp |
| Employer contribution / active EE | $8,848 | $6,184+43.1% | $5,433+62.9% | $4,876+81.5% |
| Participant deferral / active EE | $4,323 | $5,629-23.2% | $4,939-12.5% | $5,439-20.5% |
| Admin fee / account holder | $18,899 | $16,852+12.1% | $13,880+36.2% | $10,885+73.6% |