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 | $365,104 | $176,056+107.4% | $159,436+129.0% | $167,490+118.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.29% | 331.75%-318.5pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $4,325 | $5,297-18.4% | $4,829-10.5% | $4,837-10.6% |
| Participant deferral / active EE | $11,886 | $7,750+53.4% | $7,352+61.7% | $6,341+87.4% |
| Admin fee / account holder | $43,661 | $12,554+247.8% | $10,799+304.3% | $12,309+254.7% |