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 | $472,479 | $183,519+157.5% | $155,509+203.8% | $145,922+223.8% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 16.38% | 61.17%-44.8pp | 64.67%-48.3pp | 561.29%-544.9pp |
| Employer contribution / active EE | $5,797 | $5,313+9.1% | $4,672+24.1% | $4,660+24.4% |
| Participant deferral / active EE | $6,287 | $6,462-2.7% | $5,626+11.7% | $6,688-6.0% |
| Admin fee / account holder | $5,146 | $19,313-73.4% | $15,912-67.7% | $13,397-61.6% |