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 | $412,052 | $198,466+107.6% | $170,442+141.8% | $147,584+179.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.14% | 257.29%-239.2pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $7,389 | $6,184+19.5% | $5,433+36.0% | $4,876+51.5% |
| Participant deferral / active EE | $4,375 | $5,629-22.3% | $4,939-11.4% | $5,439-19.6% |
| Admin fee / account holder | $320 | $16,852-98.1% | $13,880-97.7% | $10,885-97.1% |