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 | $302,030 | $165,335+82.7% | $149,696+101.8% | $158,922+90.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 8.39% | 348.15%-339.8pp | 276.60%-268.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $4,144 | $5,103-18.8% | $4,644-10.8% | $4,761-13.0% |
| Participant deferral / active EE | $10,876 | $7,181+51.4% | $6,842+59.0% | $5,982+81.8% |
| Admin fee / account holder | $2,346 | $10,807-78.3% | $9,309-74.8% | $11,246-79.1% |