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 | $354,731 | $144,119+146.1% | $117,854+201.0% | $147,584+140.4% |
| Participation rate | 73.9% | 83.4%-9.5pp | 79.7%-5.7pp | 82.8%-8.9pp |
| Annual return | 10.27% | 531.15%-520.9pp | 335.08%-324.8pp | 578.55%-568.3pp |
| Employer contribution / active EE | $4,149 | $4,896-15.3% | $3,786+9.6% | $4,876-14.9% |
| Participant deferral / active EE | $5,970 | $5,316+12.3% | $4,482+33.2% | $5,439+9.8% |
| Admin fee / account holder | $7,804 | $10,886-28.3% | $8,020-2.7% | $10,885-28.3% |