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 | $374,420 | $226,064+65.6% | $182,532+105.1% | $152,861+144.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.66% | 192.51%-168.8pp | 148.54%-124.9pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,087 | $4,978-38.0% | $4,076-24.3% | $4,762-35.2% |
| Participant deferral / active EE | $7,965 | $6,368+25.1% | $5,524+44.2% | $5,850+36.1% |
| Admin fee / account holder | $7,439 | $10,703-30.5% | $8,592-13.4% | $11,596-35.9% |