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 | $290,419 | $183,963+57.9% | $162,163+79.1% | $152,861+90.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 30.38% | 150.76%-120.4pp | 115.59%-85.2pp | 345.32%-314.9pp |
| Employer contribution / active EE | $1,978 | $6,371-68.9% | $5,614-64.8% | $4,762-58.5% |
| Participant deferral / active EE | $7,225 | $8,034-10.1% | $7,298-1.0% | $5,850+23.5% |
| Admin fee / account holder | $4,443 | $13,121-66.1% | $10,843-59.0% | $11,596-61.7% |