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 | $530,989 | $183,519+189.3% | $155,509+241.5% | $145,922+263.9% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 20.94% | 61.17%-40.2pp | 64.67%-43.7pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,806 | $5,313-47.2% | $4,672-40.0% | $4,660-39.8% |
| Participant deferral / active EE | $7,344 | $6,462+13.6% | $5,626+30.5% | $6,688+9.8% |
| Admin fee / account holder | $12,049 | $19,313-37.6% | $15,912-24.3% | $13,397-10.1% |