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 | $264,082 | $183,963+43.6% | $162,163+62.8% | $152,861+72.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 25.31% | 150.76%-125.4pp | 115.59%-90.3pp | 345.32%-320.0pp |
| Employer contribution / active EE | $4,200 | $6,371-34.1% | $5,614-25.2% | $4,762-11.8% |
| Participant deferral / active EE | $5,999 | $8,034-25.3% | $7,298-17.8% | $5,850+2.5% |
| Admin fee / account holder | $1,500 | $13,121-88.6% | $10,843-86.2% | $11,596-87.1% |