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 | $380,455 | $217,402+75.0% | $185,823+104.7% | $167,490+127.2% |
| Participation rate | 81.3% | 86.0%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 14.31% | 148.36%-134.1pp | 122.05%-107.7pp | 478.56%-464.3pp |
| Employer contribution / active EE | $13,043 | $5,873+122.1% | $5,167+152.4% | $4,837+169.6% |
| Participant deferral / active EE | $6,381 | $6,356+0.4% | $5,568+14.6% | $6,341+0.6% |
| Admin fee / account holder | $5,547 | $19,811-72.0% | $16,237-65.8% | $12,309-54.9% |