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 | $388,811 | $183,519+111.9% | $155,509+150.0% | $145,922+166.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.43% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,135 | $5,313-59.8% | $4,672-54.3% | $4,660-54.2% |
| Participant deferral / active EE | $8,617 | $6,462+33.3% | $5,626+53.2% | $6,688+28.9% |
| Admin fee / account holder | $4,178 | $19,313-78.4% | $15,912-73.7% | $13,397-68.8% |