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 | $261,610 | $217,402+20.3% | $185,823+40.8% | $167,490+56.2% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 10.60% | 148.36%-137.8pp | 122.05%-111.4pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,982 | $5,873-66.3% | $5,167-61.6% | $4,837-59.0% |
| Participant deferral / active EE | $6,367 | $6,356+0.2% | $5,568+14.4% | $6,341+0.4% |
| Admin fee / account holder | $76,244 | $19,811+284.9% | $16,237+369.6% | $12,309+519.4% |