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 | $321,905 | $175,202+83.7% | $149,673+115.1% | $139,434+130.9% |
| Participation rate | 72.2% | 83.4%-11.2pp | 78.8%-6.5pp | 80.3%-8.1pp |
| Annual return | 22.42% | 166.71%-144.3pp | 134.42%-112.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $15,086 | $5,474+175.6% | $4,818+213.1% | $4,751+217.6% |
| Participant deferral / active EE | $11,253 | $6,519+72.6% | $5,680+98.1% | $6,710+67.7% |
| Admin fee / account holder | $3,798 | $16,150-76.5% | $13,210-71.2% | $11,403-66.7% |