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 | $394,290 | $226,064+74.4% | $182,532+116.0% | $152,861+157.9% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.0%+0.6pp | 82.4%-3.9pp |
| Annual return | 26.12% | 192.51%-166.4pp | 148.54%-122.4pp | 345.32%-319.2pp |
| Employer contribution / active EE | $3,198 | $4,978-35.8% | $4,076-21.5% | $4,762-32.9% |
| Participant deferral / active EE | $8,741 | $6,368+37.3% | $5,524+58.2% | $5,850+49.4% |
| Admin fee / account holder | $752 | $10,703-93.0% | $8,592-91.2% | $11,596-93.5% |