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 | $470,986 | $217,402+116.6% | $185,823+153.5% | $167,490+181.2% |
| Participation rate | 95.2% | 86.0%+9.2pp | 81.7%+13.5pp | 82.1%+13.1pp |
| Annual return | 12.53% | 148.36%-135.8pp | 122.05%-109.5pp | 478.56%-466.0pp |
| Employer contribution / active EE | $22,330 | $5,873+280.2% | $5,167+332.1% | $4,837+361.6% |
| Participant deferral / active EE | $3,895 | $6,356-38.7% | $5,568-30.0% | $6,341-38.6% |
| Admin fee / account holder | $6,124 | $19,811-69.1% | $16,237-62.3% | $12,309-50.2% |