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 | $325,839 | $226,064+44.1% | $182,532+78.5% | $152,861+113.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 14.82% | 192.51%-177.7pp | 148.54%-133.7pp | 345.32%-330.5pp |
| Employer contribution / active EE | $3,131 | $4,978-37.1% | $4,076-23.2% | $4,762-34.3% |
| Participant deferral / active EE | $5,410 | $6,368-15.0% | $5,524-2.1% | $5,850-7.5% |
| Admin fee / account holder | $1,514 | $10,703-85.9% | $8,592-82.4% | $11,596-86.9% |