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 | $159,602+95.5% | $150,045+108.0% | $142,382+119.2% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.3%-10.1pp | 80.1%-7.9pp |
| Annual return | 13.12% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,662 | $4,961-26.2% | $4,693-22.0% | $4,299-14.8% |
| Participant deferral / active EE | $11,615 | $8,310+39.8% | $7,997+45.2% | $6,507+78.5% |
| Admin fee / account holder | $8,497 | $14,846-42.8% | $13,435-36.8% | $12,624-32.7% |