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 | $312,446 | $183,963+69.8% | $162,163+92.7% | $152,861+104.4% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 24.92% | 150.76%-125.8pp | 115.59%-90.7pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,567 | $6,371-44.0% | $5,614-36.5% | $4,762-25.1% |
| Participant deferral / active EE | $7,391 | $8,034-8.0% | $7,298+1.3% | $5,850+26.3% |
| Admin fee / account holder | $36,149 | $13,121+175.5% | $10,843+233.4% | $11,596+211.7% |