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 | $209,336+50.8% | $197,124+60.1% | $137,256+130.0% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 13.96% | 48.09%-34.1pp | 44.34%-30.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,644 | $6,591-14.4% | $6,227-9.4% | $4,156+35.8% |
| Participant deferral / active EE | $15,333 | $9,614+59.5% | $9,135+67.9% | $6,407+139.3% |
| Admin fee / account holder | $135,348 | $17,308+682.0% | $16,298+730.5% | $12,270+1003.1% |