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 | $340,007 | $183,519+85.3% | $155,509+118.6% | $145,922+133.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.28% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,855 | $5,313-46.3% | $4,672-38.9% | $4,660-38.7% |
| Participant deferral / active EE | $5,427 | $6,462-16.0% | $5,626-3.5% | $6,688-18.9% |
| Admin fee / account holder | $20,973 | $19,313+8.6% | $15,912+31.8% | $13,397+56.6% |