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 | $288,589 | $157,256+83.5% | $141,162+104.4% | $152,861+88.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 25.91% | 64.32%-38.4pp | 71.39%-45.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $3,642 | $5,261-30.8% | $4,735-23.1% | $4,762-23.5% |
| Participant deferral / active EE | $4,599 | $7,109-35.3% | $6,709-31.5% | $5,850-21.4% |
| Admin fee / account holder | $8,018 | $12,120-33.8% | $10,261-21.9% | $11,596-30.9% |