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 | $274,186 | $209,411+30.9% | $178,490+53.6% | $158,922+72.5% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 12.91% | 188.75%-175.8pp | 151.07%-138.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,036 | $5,706-64.3% | $5,011-59.4% | $4,761-57.2% |
| Participant deferral / active EE | $5,410 | $5,954-9.1% | $5,202+4.0% | $5,982-9.6% |
| Admin fee / account holder | $486 | $17,074-97.2% | $13,984-96.5% | $11,246-95.7% |