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 | $299,021 | $114,381+161.4% | $107,525+178.1% | $142,382+110.0% |
| Participation rate | 72.2% | 78.1%-5.9pp | 75.1%-2.9pp | 80.1%-7.9pp |
| Annual return | 14.34% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,032 | $4,015-74.3% | $3,754-72.5% | $4,299-76.0% |
| Participant deferral / active EE | $6,847 | $5,564+23.1% | $5,116+33.9% | $6,507+5.2% |
| Admin fee / account holder | $22,348 | $9,860+126.6% | $8,919+150.6% | $12,624+77.0% |