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 | $315,678 | $214,378+47.3% | $200,582+57.4% | $142,382+121.7% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 13.96% | 46.41%-32.4pp | 42.33%-28.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,644 | $6,841-17.5% | $6,419-12.1% | $4,299+31.3% |
| Participant deferral / active EE | $15,333 | $9,865+55.4% | $9,331+64.3% | $6,507+135.6% |
| Admin fee / account holder | $135,348 | $17,692+665.0% | $16,305+730.1% | $12,624+972.2% |