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 | $260,083 | $107,334+142.3% | $92,893+180.0% | $152,861+70.1% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 19.92% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,642 | $4,221-37.4% | $3,653-27.7% | $4,762-44.5% |
| Participant deferral / active EE | $5,885 | $4,845+21.5% | $4,236+38.9% | $5,850+0.6% |
| Admin fee / account holder | $7,698 | $7,079+8.7% | $5,794+32.9% | $11,596-33.6% |