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 | $317,605 | $175,202+81.3% | $149,673+112.2% | $139,434+127.8% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 16.52% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $4,118 | $5,474-24.8% | $4,818-14.5% | $4,751-13.3% |
| Participant deferral / active EE | $5,073 | $6,519-22.2% | $5,680-10.7% | $6,710-24.4% |
| Admin fee / account holder | $4,849 | $16,150-70.0% | $13,210-63.3% | $11,403-57.5% |