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 | $385,590 | $159,901+141.1% | $146,958+162.4% | $145,922+164.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 14.32% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,594 | $5,286-32.0% | $4,933-27.1% | $4,660-22.9% |
| Participant deferral / active EE | $6,779 | $8,428-19.6% | $8,070-16.0% | $6,688+1.4% |
| Admin fee / account holder | $17,113 | $15,044+13.8% | $12,998+31.7% | $13,397+27.7% |