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 | $296,896 | $198,466+49.6% | $170,442+74.2% | $147,584+101.2% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 12.25% | 257.29%-245.0pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,939 | $6,184-52.5% | $5,433-45.9% | $4,876-39.7% |
| Participant deferral / active EE | $10,281 | $5,629+82.6% | $4,939+108.1% | $5,439+89.0% |
| Admin fee / account holder | $21,130 | $16,852+25.4% | $13,880+52.2% | $10,885+94.1% |