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 | $298,372 | $177,572+68.0% | $154,803+92.7% | $142,382+109.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.66% | 65.07%-36.4pp | 58.88%-30.2pp | 217.08%-188.4pp |
| Employer contribution / active EE | $1,280 | $4,810-73.4% | $4,305-70.3% | $4,299-70.2% |
| Participant deferral / active EE | $16,438 | $6,272+162.1% | $5,540+196.7% | $6,507+152.6% |
| Admin fee / account holder | $3,561 | $16,786-78.8% | $14,329-75.1% | $12,624-71.8% |