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 | $380,701 | $159,602+138.5% | $150,045+153.7% | $142,382+167.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 17.28% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $7,807 | $4,961+57.4% | $4,693+66.3% | $4,299+81.6% |
| Participant deferral / active EE | $11,355 | $8,310+36.6% | $7,997+42.0% | $6,507+74.5% |
| Admin fee / account holder | $1,699 | $14,846-88.6% | $13,435-87.4% | $12,624-86.5% |