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 | $389,551 | $176,056+121.3% | $159,436+144.3% | $167,490+132.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 22.71% | 331.75%-309.0pp | 263.57%-240.9pp | 478.56%-455.9pp |
| Employer contribution / active EE | $5,214 | $5,297-1.6% | $4,829+8.0% | $4,837+7.8% |
| Participant deferral / active EE | $8,255 | $7,750+6.5% | $7,352+12.3% | $6,341+30.2% |
| Admin fee / account holder | $6,132 | $12,554-51.2% | $10,799-43.2% | $12,309-50.2% |