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 | $255,455 | $209,411+22.0% | $178,490+43.1% | $158,922+60.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 24.13% | 188.75%-164.6pp | 151.07%-126.9pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,742 | $5,706-69.5% | $5,011-65.2% | $4,761-63.4% |
| Participant deferral / active EE | $3,216 | $5,954-46.0% | $5,202-38.2% | $5,982-46.2% |
| Admin fee / account holder | $5,821 | $17,074-65.9% | $13,984-58.4% | $11,246-48.2% |