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 | $256,549 | $197,591+29.8% | $177,821+44.3% | $158,922+61.4% |
| Participation rate | 79.2% | 88.5%-9.4pp | 87.7%-8.6pp | 82.0%-2.8pp |
| Annual return | 13.69% | 58.76%-45.1pp | 48.32%-34.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,682 | $6,697-45.0% | $5,918-37.8% | $4,761-22.7% |
| Participant deferral / active EE | $10,481 | $8,405+24.7% | $7,714+35.9% | $5,982+75.2% |
| Admin fee / account holder | $30,031 | $15,399+95.0% | $12,427+141.6% | $11,246+167.0% |