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 | $254,388 | $175,202+45.2% | $149,673+70.0% | $139,434+82.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.40% | 166.71%-148.3pp | 134.42%-116.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,886 | $5,474-47.3% | $4,818-40.1% | $4,751-39.3% |
| Participant deferral / active EE | $6,038 | $6,519-7.4% | $5,680+6.3% | $6,710-10.0% |
| Admin fee / account holder | $26,929 | $16,150+66.7% | $13,210+103.9% | $11,403+136.2% |