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 | $307,179 | $159,934+92.1% | $147,005+109.0% | $145,959+110.5% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 21.28% | 98.24%-77.0pp | 418.76%-397.5pp | 561.95%-540.7pp |
| Employer contribution / active EE | $2,301 | $5,287-56.5% | $4,934-53.4% | $4,661-50.6% |
| Participant deferral / active EE | $4,844 | $8,427-42.5% | $8,070-40.0% | $6,689-27.6% |
| Admin fee / account holder | $13,235 | $15,053-12.1% | $13,006+1.8% | $13,398-1.2% |