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 | $428,414 | $175,202+144.5% | $149,673+186.2% | $139,434+207.3% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 21.11% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,380 | $5,474-74.8% | $4,818-71.3% | $4,751-70.9% |
| Participant deferral / active EE | $3,843 | $6,519-41.0% | $5,680-32.3% | $6,710-42.7% |
| Admin fee / account holder | $58,449 | $16,150+261.9% | $13,210+342.5% | $11,403+412.6% |