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 | $306,387 | $176,056+74.0% | $159,436+92.2% | $167,490+82.9% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 14.92% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,394 | $5,297-54.8% | $4,829-50.4% | $4,837-50.5% |
| Participant deferral / active EE | $10,627 | $7,750+37.1% | $7,352+44.5% | $6,341+67.6% |
| Admin fee / account holder | $2,046 | $12,554-83.7% | $10,799-81.0% | $12,309-83.4% |