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 | $274,052 | $175,202+56.4% | $149,673+83.1% | $139,434+96.5% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 19.63% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $4,853 | $5,474-11.3% | $4,818+0.7% | $4,751+2.2% |
| Participant deferral / active EE | $14,609 | $6,519+124.1% | $5,680+157.2% | $6,710+117.7% |
| Admin fee / account holder | $7,075 | $16,150-56.2% | $13,210-46.4% | $11,403-38.0% |