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 | $397,762 | $176,056+125.9% | $159,436+149.5% | $167,490+137.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 41.06% | 331.75%-290.7pp | 263.57%-222.5pp | 478.56%-437.5pp |
| Employer contribution / active EE | $4,086 | $5,297-22.9% | $4,829-15.4% | $4,837-15.5% |
| Participant deferral / active EE | $13,667 | $7,750+76.3% | $7,352+85.9% | $6,341+115.5% |
| Admin fee / account holder | $2,536 | $12,554-79.8% | $10,799-76.5% | $12,309-79.4% |