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 | $256,149 | $209,411+22.3% | $178,490+43.5% | $158,922+61.2% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 16.72% | 188.75%-172.0pp | 151.07%-134.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $3,692 | $5,706-35.3% | $5,011-26.3% | $4,761-22.5% |
| Participant deferral / active EE | $7,451 | $5,954+25.1% | $5,202+43.2% | $5,982+24.6% |
| Admin fee / account holder | $1,770 | $17,074-89.6% | $13,984-87.3% | $11,246-84.3% |