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 | $359,631 | $175,202+105.3% | $149,673+140.3% | $139,434+157.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.59% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,517 | $5,474-35.8% | $4,818-27.0% | $4,751-26.0% |
| Participant deferral / active EE | $8,118 | $6,519+24.5% | $5,680+42.9% | $6,710+21.0% |
| Admin fee / account holder | $345 | $16,150-97.9% | $13,210-97.4% | $11,403-97.0% |