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 | $304,218 | $177,572+71.3% | $154,803+96.5% | $142,382+113.7% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 13.45% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,981 | $4,810+24.3% | $4,305+38.9% | $4,299+39.1% |
| Participant deferral / active EE | $20,359 | $6,272+224.6% | $5,540+267.5% | $6,507+212.9% |
| Admin fee / account holder | $6,395 | $16,786-61.9% | $14,329-55.4% | $12,624-49.3% |