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 | $277,440 | $159,602+73.8% | $150,045+84.9% | $142,382+94.9% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.40% | 70.24%-55.8pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,519 | $4,961-29.1% | $4,693-25.0% | $4,299-18.1% |
| Participant deferral / active EE | $8,149 | $8,310-1.9% | $7,997+1.9% | $6,507+25.2% |
| Admin fee / account holder | $73,670 | $14,846+396.2% | $13,435+448.4% | $12,624+483.6% |