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 | $312,078 | $154,228+102.3% | $145,433+114.6% | $137,256+127.4% |
| Participation rate | 72.2% | 83.8%-11.6pp | 82.1%-9.9pp | 80.0%-7.7pp |
| Annual return | 13.12% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,662 | $4,804-23.8% | $4,554-19.6% | $4,156-11.9% |
| Participant deferral / active EE | $11,615 | $8,216+41.4% | $7,897+47.1% | $6,407+81.3% |
| Admin fee / account holder | $8,497 | $14,344-40.8% | $13,129-35.3% | $12,270-30.8% |