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 | $267,740 | $210,698+27.1% | $178,014+50.4% | $145,959+83.4% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 9.48% | 386.27%-376.8pp | 294.80%-285.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $5,039 | $4,567+10.3% | $3,950+27.6% | $4,661+8.1% |
| Participant deferral / active EE | $8,505 | $6,958+22.2% | $6,276+35.5% | $6,689+27.2% |
| Admin fee / account holder | $6,865 | $12,016-42.9% | $10,362-33.7% | $13,398-48.8% |