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 | $183,592+218.6% | $155,567+276.0% | $145,959+300.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 28.19% | 61.24%-33.0pp | 64.74%-36.5pp | 561.95%-533.8pp |
| Employer contribution / active EE | $7,250 | $5,315+36.4% | $4,674+55.1% | $4,661+55.5% |
| Participant deferral / active EE | $20,663 | $6,464+219.6% | $5,628+267.2% | $6,689+208.9% |
| Admin fee / account holder | $3,096 | $19,318-84.0% | $15,916-80.5% | $13,398-76.9% |