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 | $451,474 | $183,519+146.0% | $155,509+190.3% | $145,922+209.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.85% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,038 | $5,313-61.6% | $4,672-56.4% | $4,660-56.3% |
| Participant deferral / active EE | $4,200 | $6,462-35.0% | $5,626-25.3% | $6,688-37.2% |
| Admin fee / account holder | $10,266 | $19,313-46.8% | $15,912-35.5% | $13,397-23.4% |