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 | $301,639 | $183,519+64.4% | $155,509+94.0% | $145,922+106.7% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 14.76% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,627 | $5,313-12.9% | $4,672-1.0% | $4,660-0.7% |
| Participant deferral / active EE | $6,155 | $6,462-4.8% | $5,626+9.4% | $6,688-8.0% |
| Admin fee / account holder | $2,692 | $19,313-86.1% | $15,912-83.1% | $13,397-79.9% |