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 | $309,145 | $177,572+74.1% | $154,803+99.7% | $142,382+117.1% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 16.16% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,674 | $4,810+59.5% | $4,305+78.2% | $4,299+78.5% |
| Participant deferral / active EE | $6,121 | $6,272-2.4% | $5,540+10.5% | $6,507-5.9% |
| Admin fee / account holder | $542 | $16,786-96.8% | $14,329-96.2% | $12,624-95.7% |