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 | $584,890 | $183,519+218.7% | $155,509+276.1% | $145,922+300.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 28.19% | 61.17%-33.0pp | 64.67%-36.5pp | 561.29%-533.1pp |
| Employer contribution / active EE | $7,250 | $5,313+36.5% | $4,672+55.2% | $4,660+55.6% |
| Participant deferral / active EE | $20,663 | $6,462+219.7% | $5,626+267.3% | $6,688+209.0% |
| Admin fee / account holder | $3,096 | $19,313-84.0% | $15,912-80.5% | $13,397-76.9% |