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 | $352,159 | $157,256+123.9% | $141,162+149.5% | $152,861+130.4% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 21.58% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $4,512 | $5,261-14.2% | $4,735-4.7% | $4,762-5.3% |
| Participant deferral / active EE | $7,390 | $7,109+4.0% | $6,709+10.2% | $5,850+26.3% |
| Admin fee / account holder | $10,040 | $12,120-17.2% | $10,261-2.2% | $11,596-13.4% |