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 | $461,968 | $177,572+160.2% | $154,803+198.4% | $142,382+224.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.73% | 65.07%-52.3pp | 58.88%-46.2pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,421 | $4,810-49.7% | $4,305-43.8% | $4,299-43.7% |
| Participant deferral / active EE | $6,543 | $6,272+4.3% | $5,540+18.1% | $6,507+0.6% |
| Admin fee / account holder | $42,822 | $16,786+155.1% | $14,329+198.8% | $12,624+239.2% |