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 | $305,469 | $157,256+94.2% | $141,162+116.4% | $152,861+99.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 26.31% | 64.32%-38.0pp | 71.39%-45.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $4,262 | $5,261-19.0% | $4,735-10.0% | $4,762-10.5% |
| Participant deferral / active EE | $8,612 | $7,109+21.1% | $6,709+28.4% | $5,850+47.2% |
| Admin fee / account holder | $3,080 | $12,120-74.6% | $10,261-70.0% | $11,596-73.4% |