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 | $310,730 | $177,572+75.0% | $154,803+100.7% | $142,382+118.2% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 18.34% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,509 | $4,810-68.6% | $4,305-65.0% | $4,299-64.9% |
| Participant deferral / active EE | $7,274 | $6,272+16.0% | $5,540+31.3% | $6,507+11.8% |
| Admin fee / account holder | $379 | $16,786-97.7% | $14,329-97.4% | $12,624-97.0% |