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 | $350,638 | $154,228+127.4% | $145,433+141.1% | $137,256+155.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.52% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $5,461 | $4,804+13.7% | $4,554+19.9% | $4,156+31.4% |
| Participant deferral / active EE | $7,750 | $8,216-5.7% | $7,897-1.9% | $6,407+21.0% |
| Admin fee / account holder | $152,478 | $14,344+963.0% | $13,129+1061.4% | $12,270+1142.7% |