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 | $413,842 | $159,602+159.3% | $150,045+175.8% | $142,382+190.7% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.3%-6.1pp | 80.1%-3.9pp |
| Annual return | 15.99% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,842 | $4,961-22.5% | $4,693-18.1% | $4,299-10.6% |
| Participant deferral / active EE | $12,836 | $8,310+54.5% | $7,997+60.5% | $6,507+97.3% |
| Admin fee / account holder | $92,165 | $14,846+520.8% | $13,435+586.0% | $12,624+630.1% |