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 | $288,159 | $210,648+36.8% | $177,989+61.9% | $145,922+97.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.24% | 385.86%-370.6pp | 294.48%-279.2pp | 561.29%-546.0pp |
| Employer contribution / active EE | $5,757 | $4,565+26.1% | $3,949+45.8% | $4,660+23.6% |
| Participant deferral / active EE | $10,963 | $6,958+57.6% | $6,276+74.7% | $6,688+63.9% |
| Admin fee / account holder | $27,637 | $12,013+130.1% | $10,363+166.7% | $13,397+106.3% |