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 | $457,666 | $177,572+157.7% | $154,803+195.6% | $142,382+221.4% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 12.27% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,883 | $4,810-19.3% | $4,305-9.8% | $4,299-9.7% |
| Participant deferral / active EE | $3,610 | $6,272-42.4% | $5,540-34.8% | $6,507-44.5% |
| Admin fee / account holder | $31,428 | $16,786+87.2% | $14,329+119.3% | $12,624+149.0% |