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 | $392,649 | $217,402+80.6% | $185,823+111.3% | $167,490+134.4% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 10.64% | 148.36%-137.7pp | 122.05%-111.4pp | 478.56%-467.9pp |
| Employer contribution / active EE | $6,344 | $5,873+8.0% | $5,167+22.8% | $4,837+31.1% |
| Participant deferral / active EE | $16,418 | $6,356+158.3% | $5,568+194.9% | $6,341+158.9% |
| Admin fee / account holder | $3,852 | $19,811-80.6% | $16,237-76.3% | $12,309-68.7% |