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 | $314,608 | $202,432+55.4% | $169,368+85.8% | $139,434+125.6% |
| Participation rate | 78.6% | 81.1%-2.5pp | 77.1%+1.4pp | 80.3%-1.7pp |
| Annual return | 18.44% | 531.74%-513.3pp | 405.60%-387.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,428 | $4,692-26.9% | $4,013-14.6% | $4,751-27.8% |
| Participant deferral / active EE | $11,952 | $6,938+72.3% | $6,221+92.1% | $6,710+78.1% |
| Admin fee / account holder | $1,818 | $10,708-83.0% | $9,003-79.8% | $11,403-84.1% |