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 | $379,827 | $144,119+163.6% | $117,854+222.3% | $147,584+157.4% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 16.47% | 531.15%-514.7pp | 335.08%-318.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,451 | $4,896-70.4% | $3,786-61.7% | $4,876-70.2% |
| Participant deferral / active EE | $4,400 | $5,316-17.2% | $4,482-1.8% | $5,439-19.1% |
| Admin fee / account holder | $17,004 | $10,886+56.2% | $8,020+112.0% | $10,885+56.2% |