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 | $431,175 | $157,256+174.2% | $141,162+205.4% | $152,861+182.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 21.54% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $7,394 | $5,261+40.5% | $4,735+56.1% | $4,762+55.3% |
| Participant deferral / active EE | $11,012 | $7,109+54.9% | $6,709+64.1% | $5,850+88.2% |
| Admin fee / account holder | $77,345 | $12,120+538.2% | $10,261+653.8% | $11,596+567.0% |