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 | $270,706 | $209,411+29.3% | $178,490+51.7% | $158,922+70.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 18.68% | 188.75%-170.1pp | 151.07%-132.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,550 | $5,706-37.8% | $5,011-29.1% | $4,761-25.4% |
| Participant deferral / active EE | $11,114 | $5,954+86.7% | $5,202+113.7% | $5,982+85.8% |
| Admin fee / account holder | $1,266 | $17,074-92.6% | $13,984-90.9% | $11,246-88.7% |