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 | $299,470 | $172,478+73.6% | $145,661+105.6% | $142,382+110.3% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.2%+2.8pp | 80.1%-0.1pp |
| Annual return | 10.23% | 151.09%-140.9pp | 101.46%-91.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $5,870 | $4,899+19.8% | $4,238+38.5% | $4,299+36.5% |
| Participant deferral / active EE | $14,444 | $8,348+73.0% | $7,198+100.7% | $6,507+122.0% |
| Admin fee / account holder | $1,435 | $16,864-91.5% | $12,466-88.5% | $12,624-88.6% |