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 | $264,783 | $217,402+21.8% | $185,823+42.5% | $167,490+58.1% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 21.81% | 148.36%-126.6pp | 122.05%-100.2pp | 478.56%-456.8pp |
| Employer contribution / active EE | $2,917 | $5,873-50.3% | $5,167-43.5% | $4,837-39.7% |
| Participant deferral / active EE | $7,583 | $6,356+19.3% | $5,568+36.2% | $6,341+19.6% |
| Admin fee / account holder | $3,991 | $19,811-79.9% | $16,237-75.4% | $12,309-67.6% |