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 | $281,320 | $217,402+29.4% | $185,823+51.4% | $167,490+68.0% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 11.40% | 148.36%-137.0pp | 122.05%-110.7pp | 478.56%-467.2pp |
| Employer contribution / active EE | $4,144 | $5,873-29.4% | $5,167-19.8% | $4,837-14.3% |
| Participant deferral / active EE | $5,416 | $6,356-14.8% | $5,568-2.7% | $6,341-14.6% |
| Admin fee / account holder | $1,624 | $19,811-91.8% | $16,237-90.0% | $12,309-86.8% |