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 | $271,315 | $97,757+177.5% | $83,848+223.6% | $135,375+100.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 5.19% | 1287.37%-1282.2pp | 850.88%-845.7pp | 519.73%-514.5pp |
| Employer contribution / active EE | $3,142 | $4,222-25.6% | $3,631-13.5% | $4,779-34.3% |
| Participant deferral / active EE | $7,674 | $4,682+63.9% | $4,082+88.0% | $5,609+36.8% |
| Admin fee / account holder | $1,940 | $6,674-70.9% | $5,478-64.6% | $10,827-82.1% |