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 | $488,273 | $176,056+177.3% | $159,436+206.3% | $167,490+191.5% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 10.00% | 331.75%-321.7pp | 263.57%-253.6pp | 478.56%-468.6pp |
| Employer contribution / active EE | $3,411 | $5,297-35.6% | $4,829-29.4% | $4,837-29.5% |
| Participant deferral / active EE | $11,649 | $7,750+50.3% | $7,352+58.4% | $6,341+83.7% |
| Admin fee / account holder | $71,646 | $12,554+470.7% | $10,799+563.5% | $12,309+482.1% |