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 | $516,985 | $217,402+137.8% | $185,823+178.2% | $167,490+208.7% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 29.75% | 148.36%-118.6pp | 122.05%-92.3pp | 478.56%-448.8pp |
| Employer contribution / active EE | $7,988 | $5,873+36.0% | $5,167+54.6% | $4,837+65.1% |
| Participant deferral / active EE | $9,084 | $6,356+42.9% | $5,568+63.1% | $6,341+43.2% |
| Admin fee / account holder | $5,051 | $19,811-74.5% | $16,237-68.9% | $12,309-59.0% |