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 | $396,716 | $177,572+123.4% | $154,803+156.3% | $142,382+178.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 14.80% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,517 | $4,810-47.7% | $4,305-41.5% | $4,299-41.5% |
| Participant deferral / active EE | $8,225 | $6,272+31.1% | $5,540+48.4% | $6,507+26.4% |
| Admin fee / account holder | $32,879 | $16,786+95.9% | $14,329+129.5% | $12,624+160.5% |