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 | $532,400 | $177,572+199.8% | $154,803+243.9% | $142,382+273.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 12.71% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,517 | $4,810-47.7% | $4,305-41.5% | $4,299-41.5% |
| Participant deferral / active EE | $5,723 | $6,272-8.8% | $5,540+3.3% | $6,507-12.1% |
| Admin fee / account holder | $13,012 | $16,786-22.5% | $14,329-9.2% | $12,624+3.1% |