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 | $375,252 | $183,519+104.5% | $155,509+141.3% | $145,922+157.2% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.8pp | 80.3%-1.3pp |
| Annual return | 11.11% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,103 | $5,313-41.6% | $4,672-33.6% | $4,660-33.4% |
| Participant deferral / active EE | $5,779 | $6,462-10.6% | $5,626+2.7% | $6,688-13.6% |
| Admin fee / account holder | $33,536 | $19,313+73.6% | $15,912+110.8% | $13,397+150.3% |