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 | $280,031 | $209,411+33.7% | $178,490+56.9% | $158,922+76.2% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 20.90% | 188.75%-167.9pp | 151.07%-130.2pp | 302.83%-281.9pp |
| Employer contribution / active EE | $5,740 | $5,706+0.6% | $5,011+14.5% | $4,761+20.6% |
| Participant deferral / active EE | $4,183 | $5,954-29.7% | $5,202-19.6% | $5,982-30.1% |
| Admin fee / account holder | $28,980 | $17,074+69.7% | $13,984+107.2% | $11,246+157.7% |