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 | $279,140 | $209,411+33.3% | $178,490+56.4% | $158,922+75.6% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 12.04% | 188.75%-176.7pp | 151.07%-139.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,559 | $5,706-72.7% | $5,011-68.9% | $4,761-67.2% |
| Participant deferral / active EE | $8,443 | $5,954+41.8% | $5,202+62.3% | $5,982+41.1% |
| Admin fee / account holder | $28,414 | $17,074+66.4% | $13,984+103.2% | $11,246+152.7% |