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 | $333,815 | $209,411+59.4% | $178,490+87.0% | $158,922+110.0% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 24.13% | 188.75%-164.6pp | 151.07%-126.9pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,514 | $5,706-55.9% | $5,011-49.8% | $4,761-47.2% |
| Participant deferral / active EE | $5,268 | $5,954-11.5% | $5,202+1.3% | $5,982-11.9% |
| Admin fee / account holder | $1,429 | $17,074-91.6% | $13,984-89.8% | $11,246-87.3% |