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 | $388,230 | $217,402+78.6% | $185,823+108.9% | $167,490+131.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.98% | 148.36%-125.4pp | 122.05%-99.1pp | 478.56%-455.6pp |
| Employer contribution / active EE | $7,998 | $5,873+36.2% | $5,167+54.8% | $4,837+65.3% |
| Participant deferral / active EE | $9,530 | $6,356+49.9% | $5,568+71.2% | $6,341+50.3% |
| Admin fee / account holder | $2,420 | $19,811-87.8% | $16,237-85.1% | $12,309-80.3% |