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 | $472,582 | $203,436+132.3% | $152,466+210.0% | $167,490+182.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 13.73% | 13.80%-0.1pp | 757.33%-743.6pp | 478.56%-464.8pp |
| Employer contribution / active EE | $6,175 | $5,220+18.3% | $4,327+42.7% | $4,837+27.6% |
| Participant deferral / active EE | $10,592 | $6,716+57.7% | $5,820+82.0% | $6,341+67.0% |
| Admin fee / account holder | $21,783 | $22,506-3.2% | $15,805+37.8% | $12,309+77.0% |