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 | $257,453 | $209,411+22.9% | $178,490+44.2% | $158,922+62.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.39% | 188.75%-175.4pp | 151.07%-137.7pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,161 | $5,706-62.1% | $5,011-56.9% | $4,761-54.6% |
| Participant deferral / active EE | $7,214 | $5,954+21.2% | $5,202+38.7% | $5,982+20.6% |
| Admin fee / account holder | $38,907 | $17,074+127.9% | $13,984+178.2% | $11,246+246.0% |