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 | $509,955 | $226,064+125.6% | $182,532+179.4% | $152,861+233.6% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 8.64% | 192.51%-183.9pp | 148.54%-139.9pp | 345.32%-336.7pp |
| Employer contribution / active EE | $4,272 | $4,978-14.2% | $4,076+4.8% | $4,762-10.3% |
| Participant deferral / active EE | $7,508 | $6,368+17.9% | $5,524+35.9% | $5,850+28.3% |
| Admin fee / account holder | $112,806 | $10,703+954.0% | $8,592+1212.9% | $11,596+872.8% |