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 | $380,845 | $159,602+138.6% | $150,045+153.8% | $142,382+167.5% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.3%-4.1pp | 80.1%-1.9pp |
| Annual return | 13.29% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,557 | $4,961-48.5% | $4,693-45.5% | $4,299-40.5% |
| Participant deferral / active EE | $6,694 | $8,310-19.4% | $7,997-16.3% | $6,507+2.9% |
| Admin fee / account holder | $26,710 | $14,846+79.9% | $13,435+98.8% | $12,624+111.6% |