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 | $511,502 | $183,963+178.0% | $162,163+215.4% | $152,861+234.6% |
| Participation rate | 78.3% | 88.5%-10.2pp | 87.6%-9.3pp | 82.4%-4.2pp |
| Annual return | 21.04% | 150.76%-129.7pp | 115.59%-94.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $10,777 | $6,371+69.2% | $5,614+92.0% | $4,762+126.3% |
| Participant deferral / active EE | $7,907 | $8,034-1.6% | $7,298+8.3% | $5,850+35.2% |
| Admin fee / account holder | $140,883 | $13,121+973.7% | $10,843+1199.4% | $11,596+1114.9% |