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 | $397,805 | $154,228+157.9% | $145,433+173.5% | $137,256+189.8% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 20.14% | 74.59%-54.5pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,780 | $4,804-62.9% | $4,554-60.9% | $4,156-57.2% |
| Participant deferral / active EE | $6,848 | $8,216-16.7% | $7,897-13.3% | $6,407+6.9% |
| Admin fee / account holder | $35,138 | $14,344+145.0% | $13,129+167.6% | $12,270+186.4% |