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 | $327,859 | $175,202+87.1% | $149,673+119.1% | $139,434+135.1% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 16.13% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,105 | $5,474-43.3% | $4,818-35.6% | $4,751-34.6% |
| Participant deferral / active EE | $9,474 | $6,519+45.3% | $5,680+66.8% | $6,710+41.2% |
| Admin fee / account holder | $2,380 | $16,150-85.3% | $13,210-82.0% | $11,403-79.1% |