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 | $338,662 | $197,591+71.4% | $177,821+90.5% | $158,922+113.1% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 26.13% | 58.76%-32.6pp | 48.32%-22.2pp | 302.83%-276.7pp |
| Employer contribution / active EE | $15,386 | $6,697+129.7% | $5,918+160.0% | $4,761+223.2% |
| Participant deferral / active EE | $17,709 | $8,405+110.7% | $7,714+129.6% | $5,982+196.0% |
| Admin fee / account holder | $641 | $15,399-95.8% | $12,427-94.8% | $11,246-94.3% |