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 | $303,451 | $227,553+33.4% | $189,557+60.1% | $167,490+81.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 20.02% | 78.40%-58.4pp | 64.17%-44.2pp | 478.56%-458.5pp |
| Employer contribution / active EE | $4,321 | $5,316-18.7% | $4,412-2.1% | $4,837-10.7% |
| Participant deferral / active EE | $10,937 | $7,002+56.2% | $6,174+77.2% | $6,341+72.5% |
| Admin fee / account holder | $16,569 | $11,878+39.5% | $9,807+68.9% | $12,309+34.6% |