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 9-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 | $558,656 | $177,572+214.6% | $154,803+260.9% | $142,382+292.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 16.98% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $7,282 | $4,810+51.4% | $4,305+69.1% | $4,299+69.4% |
| Participant deferral / active EE | $9,000 | $6,272+43.5% | $5,540+62.4% | $6,507+38.3% |
| Admin fee / account holder | $11,265 | $16,786-32.9% | $14,329-21.4% | $12,624-10.8% |